
Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell
Financial Advisor Success
Structuring Practice with Intentionality
The chapter discusses Suzanne Powell's approach to structuring her practice with intentionality, particularly focusing on how she manages her time and client meetings to allow for more family time. The host highlights the freedom that comes with being an independent financial advisor and the ability to create a personalized business model.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.