40 - You're Fired!
TRAP: The Real Adviser Podcast
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Navigating Growth and Delegation in a Financial Services Business
The chapter focuses on a pivotal decision made by the speaker in their financial services business, where they had to delegate responsibilities to focus on strategic growth. It delves into the challenges of transitioning client relationships, reorganizing business structures, and the impact of making necessary changes to avoid burnout. The conversation also explores the speaker's contemplation of future business prospects, including potential legislative changes and succession planning.
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