Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett
Financial Advisor Success
00:00
How to Scale Your Investment Core
Wayne Gretzky: We're unique in the sense we don't, we don't outsource. The portfolio management for us has always been the central think tank of how we are going to serve our clients and it's now grown to probably 12 or 15 people. He says they make a segment for like each of these client types and then get really deep on the advice and client experience for that segment. "We build the simple and elegant approach to everything," he says.
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