Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
00:00
How to Scale Financial Planning
A lot of firms are saying it's so hard to scale advice and like I'm struggling with creating repeatable systems for financial planning because every client's needs are different. Like, you know, the options analysis is different, but you can make an options analysis spreadsheet because all of them need it. And just I'm fascinated by your services page, like you click service services and up comes this like three by three grid of pictures, like a people's face is looking back at you almost sort of like Brady Bunch style, but looking very nice and professional.
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