Ep 59: Growth Strategies for Ambitious Financial Planning Firms
Adviser 3.0: The Podcast
00:00
How to Keep Your Machine Going
Do your 10 year practice, get some fresh eats and figure out your numbers. Then take the next three years and drill down in that as to exactly what it is that you need to do. I'm a big fan of pacey decision making - sometimes 80% is going to be good enough if you're going to keep the whole thing moving along.
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Transcript
