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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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From Court to Capital: The Journey of a Financial Advisor

This chapter explores the non-traditional path of a former professional athlete who transitioned from tennis to the financial services industry. The speaker emphasizes the importance of building relationships, flexibility, and an entrepreneurial mindset in achieving success. Through personal anecdotes and reflections, they reveal how their competitive background influenced their approach to business and the value of continuous improvement in both sports and finance.

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