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Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family With Suzanne Powell

Financial Advisor Success

CHAPTER

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.

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