Randy Siller: Stewardship for the Next Generation to Evolve Your Firm

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In this episode, Jeff and Randy discuss: 

• Randy’s background in accounting and how he transitioned to wealth management.

• The ingredients of a partnership that can endure.

• Promoting your firm to specialty markets.

• Growth and future goals at Randy’s firm.


Key Takeaways: 

• Seminars can be a great form of business development – but you have to be presenting what people are really looking for.

• Friendship and trust are key to a partnership – you have to be concerned about your parent more than yourself and in reverse.

• Serve first. Learn constantly.

• Keep a focus on your messaging especially during transition periods.


“As far as growth is concerned from a revenue or firm standpoint, those numbers will stay the same, but really, focusing on growing the people – growing the team – so it gets bigger and stronger. And so that in 10 years when we do want to slow down, I know our clients are in really, really good hands.” —  Randy Siller


Connect with Randy Siller:

Website: SillerAndCohen.com

LinkedIn: linkedin.com/in/randypsiller


Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/


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