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Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth with James Osborne

Financial Advisor Success

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Navigating Financial Advisory Growth

This chapter explores the complexities of running a financial advisory practice, focusing on the pricing structures, client engagement, and operational challenges faced when scaling up. It emphasizes the importance of aligning personal values with business growth and the potential pitfalls of traditional fee models. Through personal anecdotes, the discussion highlights the emotional and financial dynamics that advisors encounter as they strive for profitability while managing an increasing number of clients.

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