Transforming: Tales of Business Evolution cover image

SFP 87: A Revolution in 'right-sizing' a client base

Transforming: Tales of Business Evolution

00:00

Introduction

Aaron Hartman interviews Sandy John's of Revolution Financial about the changes made to her firm's client base and the impact on her well-being. They also discuss the work-life balance initiative and details about her remote team structure and services offered.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app