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Ep 364: Scaling Marketing To Sell A $2.2B Advisory Firm And Advising Advisors On The Lessons Learned From Selling, with Ted Jenkin

Financial Advisor Success

CHAPTER

Scaling a Billion-Dollar Advisory Firm

The chapter explores Ted Jenkins' journey in building and selling his billion-dollar advisory firm, discussing lessons learned, challenges faced, and the firm's significant growth to $2.2 billion in client assets. It delves into the challenges smaller boutique shops encounter in attracting high-net-worth clients, the concept of 'manufactured celebrity' in the financial advisory space, and the struggles of scaling beyond a billion-dollar threshold. The narrative emphasizes targeting wealthier Gen X and Gen Y clients, building brand recognition through local marketing efforts, and sustaining client engagement for continued growth.

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