Adam Schmela
Founder of Integrated Planning and Wealth Management, an independent RIA focused on serving optometrists and fee-only financial planning; grew his firm's revenue and refined its niche and pricing strategy.
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Sep 3, 2019 • 1h 56min
Ep 140: Transforming Your Advisory Business By Shifting Your Mindset After Hitting The (10-Year) Capacity Wall with Adam Cmejla
Adam Cmejla, founder of Integrated Planning and Wealth Management who serves optometrists, explains how narrowing to one niche transformed his firm. He describes shifting mindset from hours to value, relaunching niche content and funnels, raising recurring planning fees, and building repeatable, scalable processes that freed time for family.
