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Ep 452: From $200M To $1.4B In 5 Years By Spending 15% Of Revenue On Marketing (That Still Works) with Gabriel Shahin

Financial Advisor Success

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Intro

This chapter explores the extraordinary expansion of a financial advisory firm from $200 million to $1.4 billion in assets, highlighting innovative marketing strategies and efficient personnel management. Key topics include targeted advertising, educational content, and aligning client personalities with advisors to ensure sustainable growth and satisfaction.

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