As a financial advisor, you’ve invested years of training and experience into becoming great at what you do — serving clients, selecting investments and earning referrals. But the decisions you face as an independent business owner are different. They require a broader set of skills, and the learning curve can be steep. 

That’s why Cornerstone created roundtable peer groups for advisors to collaborate, share experiences and help each other make better business decisions. The result? More time with clients, fewer missteps and faster growth.

These small, focused groups bring together advisors in our community with similar-sized businesses to talk through the challenges they face as they manage and grow their practices. Members share successful strategies, provide alternative perspectives and help navigate challenging decisions together. Over time, these conversations not only accelerate growth but also build deeper relationships among advisors at Cornerstone.
 

Benefits of Being Independent Together

  1. Accelerated Growth Through Shared Insights

Why spend years figuring out the best way to hire your next employee or implement new technology when someone else has already been down that road? Learning from your peers’ real-life experiences helps you avoid costly mistakes and fast-tracks your success.

  1. Identifying Blind Spots You Can’t See Alone

When you’re deep in the day-to-day operations of your practice, it’s easy to miss things — an outdated process, a gap in your marketing or an opportunity to increase efficiency. Peers who understand your business can offer a fresh perspective you simply can’t get on your own.

  1. Better, Faster Decision-Making 

Determining the right path can be difficult on your own. Cornerstone’s roundtable group acts as a trusted sounding board, giving you a place to test ideas, weigh options and move forward with confidence — without time wasted on second-guessing.

  1. Accountability and Inspiration

Especially when tough changes need to be implemented, a peer group keeps you accountable to your goals. Being around such a positive group of successful peers inspires you to keep learning, growing and becoming even better.

 

A group of advisors stand together smiling at a roundtable meeting
Cornerstone's Million Dollar Roundtable meets twice a year.
3 advisors sit at a conference table, having a discussion
Advisors exchange ideas, solve challenges and accelerate growth
4 advisors stand together smiling, on a golf course
After meetings conclude, advisors enjoy activities that continue to deepen connections.

 

Getting Better Together

Cornerstone advisors have an average of 19 years in the industry — they already know how to be great advisors. Cornerstone’s roundtable groups help them become great business owners, tapping into the collective wisdom of experienced peers who understand both the challenges and opportunities of independence.

If you’re interested in learning more about Cornerstone’s roundtable groups or other aspects of our collaborative culture, reach out to Bill Friebel at bill.friebel@lpl.com or 314-394-1670 or schedule a confidential conversation.