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Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie

Financial Advisor Success

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The Flexibility of Routine: Success Through Adaptation

The speaker explores their unique flexible work routine in contrast to traditional scheduling methods. They underscore the value of adaptability in high-pressure environments, drawing parallels between business success and the reactive nature required in sports like tennis.

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