Financial Advisor Success cover image

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

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.
App store bannerPlay store banner