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Thomas Block
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Sep 9, 2026
Episode 258: The Why Behind the Work
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12:04Thomas BlockGUEST
So going from the experience side, the first thing I look for is in production is mindset.
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12:09Thomas BlockGUEST
You know, we work best with financial professionals who genuinely want to grow.
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12:13Thomas BlockGUEST
They don't have to have everything figured out, but they have to be open to learning, sharing ideas and continuously improving their business.
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12:21Thomas BlockGUEST
So from a business perspective, we're typically looking for firms and independent advisors with a similar model to our own.
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12:28Thomas BlockGUEST
Our business is primarily advisory and financial planning driven, but our foundation was built on insurance and retirement plans.
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12:34Thomas BlockGUEST
So advisors with that kind of blend tend to fit naturally into our community.
A
16:30Amy WebberHOST
They might be really active at the beginning and then other things take priority.