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Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby

Financial Advisor Success

CHAPTER

Onboarding Advisors for Student Loan Consults

This chapter examines the onboarding process for new financial advisors specializing in student loan planning, emphasizing the need for quality control and effective training methods. It discusses strategies for expanding clientele while ensuring advisors deliver high-value services without risking burnout. The chapter also covers pricing tactics and the significance of building a strong reputation to justify fees and maintain a sustainable business model.

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