Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett
Financial Advisor Success
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The Path to a Multi Niche Segment Firm Future
Don McDonald: We knew we wanted to build a private wealth platform and be financial advisors. But in order to scale and add some cash flow, we had the bright idea of offering our services through sub-advisory relationships with broker dealer relationships. And I think when we fast forward 15, 20 years to your point, that's where all of a sudden we started growing. The first responder platform came first, then we kind of had the, well, we did have the Sports Center Entertainment Chassis. You know, it was about surviving.
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