Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Adviser 3.0: The Podcast
00:00
How to Scale a Business
I think once you've made your mind up, you can't keep fluctuating from it. So if you're deciding you've got a minimum, you have to have a minimum. If you're not, then there can be like no exceptions, because then it just creates confusion. And operationally, Tim, sort of scaling a business, a lot of advisors that we do with some of their investment committee or CIPs.
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