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2min chapter
From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The Perfect RIA
Intro
This chapter explores the classification of financial advisors into three and a half groups based on their revenue and goals. It highlights the growth group focused on rapid expansion and the freedom group seeking efficiency and personal time.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode