Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Adviser 3.0: The Podcast
00:00
The Growth of Rockwell
Rockwell is a national financial planning practice with multiple locations across the country. The pod structure gives them that autonomy, allows them to do their own thing within boundaries. A lot of it was driven really around marketing and economies of scale. So clients have trust, they're working with a big national company, gives them security.
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