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Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard

Financial Advisor Success

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Exploring Value Buckets in Financial Advisory Services

This chapter explores the four key value buckets of the firm: financial planning, portfolio management, tax strategies, and collective buying power. It emphasizes the importance of robust financial models and the firm's dedication to passive investing with a focus on integrating individual client needs into portfolio management.

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