
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
Intro
This chapter discusses the creative approaches employed by a financial advisor to build a thriving consultancy specializing in student loan planning. It highlights the challenges of developing a sustainable business model, the transition to a registered investment advisory, and the significance of niching for growth.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.