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Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine

Financial Advisor Success

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What's Your Millennial Strategy?

In about 18 months or less, i had gone from 30 some clients to a hundred clients. I honestly think that there was, i don't know, i really, there were a lot of rely crazy days. There 's when youre in a hunch, pretyran getting going, and just the revenues coming in,. So what's your millennial strategy? It's like work. We're still herehe can never see an the room. That's why i calls the forgottn jenne because everybody talks about the baby boomers but they don't talk about the gen generation.

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