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Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients With Veronica Karas

Financial Advisor Success

CHAPTER

Developing Processes for Rapid Growth

The speaker discusses the challenges of onboarding a large number of clients in a short period of time and the lack of processes and systems to handle the growth. They talk about the three-question approach they used for rapid growth and the struggle of saying no to potential clients. They also explain their new process of spreading out the components of the financial plan over one to two months.

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