
Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes
Financial Advisor Success
Introduction
Bridget Venus Grimes discusses how she scaled her solo advisory business through outsourced delegation, sharing insights on outsourcing compliance, operations, trading, investment research, and client scheduling. She also talks about her decision to focus on a niche of female executives, frustrations as an employee advisor, launching her own firm, writing a book, bringing her daughter on as an advisor, and the importance of business coaching.
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