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Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker

Financial Advisor Success

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Navigating Growth and Leadership in Advisory Firms

This chapter examines the growth of an advisory firm through client referrals and emphasizes effective leadership and team dynamics. It offers insights on overcoming challenges during transitions and highlights the importance of hiring the right people while nurturing client relationships for new advisors in the financial services industry.

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