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Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge

Financial Advisor Success

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The Importance of Clear Communication in a Business

In 2022, we brought on three clients. We lost 10. That's negative year of clients ever. I'm not surprised because capacity, both mentally and physically was thin, the nonexistent. And so this became one of those moments as you're staring down, okay, profits are going to be off here from where they were at the beginning of the year. But we still feel good about bringing on NFTI because we've got to fix this capacity work life balance problem. Yeah.

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