Tom shares candid insights into the challenges and victories of growing a business that not only aims for financial success but also maintains a strong ethical backbone, treats its employees like family, and upholds a legacy of impactful service. Discover how Tom’s vision for a business built on integrity and care for both clients and team members is setting a new standard in the financial advisory world. Tune in to learn from Tom's unique approach to business growth, his dedication to creating lasting relationships, and his commitment to leaving a meaningful legacy in the financial industry.

In this episode, Tom and Pete discuss:

00:00 - Introducing Tom Ham

01:30 - Differences between inorganic and organic growth

05:21 - Intention business plans vs emerging changes

09:05 - Tempering aspirations and the heart of Calton

13:41 - Pricing models

17:35 - Tech’s role in Calton’s journey

25:03 - Plans for growth over the next few years

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