Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Adviser 3.0: The Podcast
00:00
How to Grow Your Business Organically
I've had two jobs in my life. I decided 10 years ago to found rock wealth based on what I'd learned from the other firms, what was good about them and what was bad. We launched our own funds. We had a 99% client retention rate. And generally, I like to think it was a very robust and well run business. Thank you very much.
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