Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
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Introduction
Financial advisers success podcast goes behind the scenes with financial planner, speaker and consultant michael kitsus. In this episode we talk in depth about how Amy realized there was a missing opportunity in working with career driven jenex women like her. After seeing her staff reach eis a burn out while dealing with acquiring another adviser's book of business right on top of the early months of the pandemic, amy intentionally stopped taking on any new clients for three months.
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