Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick
Financial Advisor Success
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The Succession Planning Journey
The last step of the divorce process is the new normal session. I sit down with them with a checklist of what are the next steps and one of the steps is okay, you're going to get part of this 401k via quadro. And when I would drop them into my entrepreneurial fast paced world where we all have to clean toilets, they were fish out of water. They just couldn't cope with that kind of an environment. So then I realized that the advisor that was the right fit was already an independent advisor.
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