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Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew

Financial Advisor Success

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How to Be a Successful Advisor

A lot of advisors like to talk about themselves as the financial quarterback at the center of all of those different, different affiliated professionals. So if I'm understanding like the two big distinctions here is you're not just interacting with their professionals, you're evaluating their professionals,. You're making recommendations to replace their professionals and actually bringing in and introducing new professionals. And it's all of the above what you just mentioned. Some is relationships that we've built over. Over my career, it's professionals that we have created a COI list. It's also once you know a great professional in an area, often they know other great professionals.

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