Ep 131: The (Nearly) $1B Solo Advisor: Scaling Up Client Focus By Outsourcing Everything Else with Dan Goldie
Financial Advisor Success
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Solo Success: Navigating Financial Advisory
This chapter explores the remarkable journey of a solo financial advisor nearing a billion dollars in assets, highlighting the strategic use of technology and client relationships. It also discusses the advisor's transition to Buckingham Strategic Wealth, emphasizing efficiency and collaboration between independent practices.
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