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Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg

Financial Advisor Success

CHAPTER

Scaling a Financial Planning Firm with a Non-Billing President

This chapter details the journey of scaling up a financial planning firm by hiring a non-billing president, relieving the speaker from operational tasks and allowing them to focus on core company values. The role of the president in mentoring younger advisors, strategic planning, managing operations, and addressing challenges like burnout and sustained growth is discussed.

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