How ‘Buffet meets Branson' culture is driving ambitious practice

“It’s ambitious, but I think it’s very doable. And, you never do that on your own. I expect to add a lot of great people over that 10-year period.”

Endeavour is already searching for advisors in other firms and mentoring others straight out of university, but White said it’s still a challenge to find the right people to fit its value and culture.

“We call it the Endeavour DNA. We say we have to be more every single day – be more for our clients and be more for ourselves. That’s what we’re looking for from a cultural perspective,” said White, noting it wants people interested in helping their community as well as people who are open-minded and collaborative to continue to drive their innovative space. 

“I like to describe us as a Buffett meets Branson kind of culture in that we are very process driven, like Warren Buffett, and we have these firm beliefs about how we do things and how to create good service and good advice for clients. But we’re also like Branson in that we’d like to have an exciting environment that’s innovative and very culture driven. We’re changing the game so that we mirror those two personalities together. That’s what you get in Endeavour.”

When Endeavour launched in 2019, it planned for potential turmoil, such as in 2008, but didn’t expect to face the pandemic, market volatility, and looming recession. Despite this year’s markets, White said 2022 has been its best year, and his biggest challenge right now is how to grow and take advantage of the opportunities presented by the economic turmoil while helping its advisors communicate as effectively as possible with their clients.