Unlock Growth By Serving The Underserved w/ Michael Kitces [164]
Elementality for Financial Advisors | Elements Financial Vitals System™
Strategies for Scaling Financial Advisory Firms and Wealth Concentration
The chapter discusses the challenges and strategies involved in scaling financial advisory firms, including focusing on revenue growth, serving the right clients, and shifting towards recurring revenue models. It also explores wealth concentration within the industry and the balance between serving affluent clients and expanding access to financial advice for underserved populations.
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