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Ep 451: Evolving Your Leadership Style And Hiring Process As The Firm Grows From 1 To 20 Team Members with Maggie Kulyk

Financial Advisor Success

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Understanding Growth Through Client Capacity and Revenue

This chapter examines a financial firm's growth strategy as it expands its team from one to twenty members, emphasizing the link between advisors and revenue. It introduces a weighted rating system for client relationships, enhancing service models and optimizing team capacity.

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