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Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin

Financial Advisor Success

CHAPTER

Navigating Firm Growth and Client Dynamics

This chapter explores the journey of a financial advisory firm in Woodstock, Georgia, examining its evolution and unique staffing approach where many employees were former clients. It highlights key financial metrics, demographic insights, and strategic focus on pre-retirees, while discussing fee structures and client management practices. The conversation underscores the importance of balancing client acquisition with personalized advisory services to foster growth sustainably.

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