Core Insights - Financial Gravity Companies, Inc. is featured as a case study in the book "Good to Growing," authored by the Company's CEO Scott Winters, which discusses the operational evolution and growth strategies of the firm [3][4] - The book aims to provide frameworks for business scaling, targeting founders, CEOs, and leadership teams [5] Company Overview - Financial Gravity Companies, Inc. is a publicly traded investment manager based in Lakeway, Texas, offering services such as wealth management, family office services, tax planning, risk mitigation, retirement planning, estate planning, and business consulting [7]

Group 1 - Mariam Mohammed Almalek – Accounting Auditing Office has entered the Qatar market, led by Mariam Mohammed Almalek, who has over 20 years of experience in financial roles [1] - The company holds a Qatari licence to provide audit services and offers a range of services including business planning, feasibility studies, financial and advisory services, legal consultancy, liquidation and insolvency support, and tax planning [2] - The firm conducts independent audits in Doha, aiming to enhance the reliability of client-prepared information for stakeholders, following international standards on internal auditing and employing risk-based methodologies [3] Group 2 - Legal consultancy services cover areas such as banking and corporate law, labour issues, dispute resolution, investment, and insurance, along with guidance on alternative dispute resolution and arbitration [4] - Feasibility studies are conducted to assist entrepreneurs and investors in evaluating market demand, financial viability, operational structures, and risk factors before making business decisions [4]

Core Insights - A group of Commonwealth Financial Network teams, managing nearly $400 million in assets, is transitioning to Savvy Advisors following LPL Financial's acquisition of Commonwealth [1][5] - This shift is part of LPL's strategy to retain 90% of Commonwealth advisors, with Savvy's total wealth manager count exceeding 100 as a result [1] Group 1: Team Details - The departing teams include Innovative Financial Solutions, managing $250 million, which will rebrand as Mosaic Wealth Advisors at Savvy, focusing on tax, retirement, and financial planning [2] - Horizon Advisory Group from Houston, managing $108 million, and Atticus Wealth Management from Macomb, managing $37 million, are also joining Savvy, with services ranging from personal financial planning to investment management [3] Group 2: Advisor Motivations and Platform Benefits - Advisors are attracted to Savvy for its expertise, technology, marketing resources, and flexible multi-custodial platform, allowing them to chart their own career paths [4] - Savvy operates on Fidelity and Schwab platforms, which is beneficial for Commonwealth advisors transitioning to Savvy [4] Group 3: Acquisition Context and Defections - LPL Financial acquired Commonwealth for approximately $2.7 billion, with Commonwealth having 3,000 advisors and $305 billion in assets under management at the time of the acquisition [5] - Since the acquisition, nearly 250 advisor defections from Commonwealth have been reported, with advisors moving to various firms including Cetera and Raymond James [6] Group 4: Competitive Landscape - Rival firms are attracting Commonwealth teams with competitive pay packages and advanced technology platforms, with Savvy maintaining a connection to Fidelity Investments' custody platform [7]