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Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend

Financial Advisor Success

CHAPTER

Lessons Learned and Growth in a Financial Advisory Firm

In this chapter, the speaker reflects on their early days as a business owner and the lessons they have learned. They discuss the challenges of delegating and giving autonomy to their team, and how they have overcome their initial reluctance. They emphasize the importance of effective communication and building workflows and processes to guide their team.

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