5min chapter

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Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Grow Your Business Down Market and Serve Other Broad Bases

Stewart: I want to whittle down my client relationships and only serve like a very small handful of them. He says he's building this Angie Herbert style diamond team with two service advisors and support person. But Stewart wants to continue on his growth journey, so all the other advisors that he's going to hire can hang out and service the clients. "Is it really realistic to build a business where everybody else just hangs out while you keep growing? So that's my question"

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