Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
00:00
How to Build a Portfolio for a Client's Wealth
Soham Avet: "I'm pretty sure some of them oy to pay, like they're not asking" She says the industry said it was impossible to serve young people profitably. But that's what she and her husband found in their early days at a firm on merid island. They were trying to transition from commission-driven business into financial planing practice. Soham Avenuet: "It is really quite hard."
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