The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

345: What Kind of Profit Margin Should Your Financial Advisory Business Have?

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

How Libby Achieved a 70% Margin

Libby describes hiring A-players, lean tech, pricing by revenue-per-hour, and ruthless budget decisions that drove her 70% margin.

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