Financial Advisor Success cover image

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

Financial Advisor Success

00:00

What Was the Low Point for You on This Journey?

In 20 20, during that period of time, we had already agreed to acquire another book of business prior to the pamdemic. And that transition took an awful toll on the team and it was just a big emotional toll altogether. I'm familiar with the feeling. Im r, fairly unemployable now as well. I cant agine that environment. So what, what was the low point for you on this journey? There's been probably a couple of times where i'v felt another bent, some low points.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app