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Thomas Block

Sep 9, 2026

12:03
Talk about that.
12:04
So going from the experience side, the first thing I look for is in production is mindset.
12:09
You know, we work best with financial professionals who genuinely want to grow.
12:13
They don't have to have everything figured out, but they have to be open to learning, sharing ideas and continuously improving their business.
12:21
So from a business perspective, we're typically looking for firms and independent advisors with a similar model to our own.
12:28
Our business is primarily advisory and financial planning driven, but our foundation was built on insurance and retirement plans.
12:34
So advisors with that kind of blend tend to fit naturally into our community.
16:30
They might be really active at the beginning and then other things take priority.

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