Multiplier Mindset® with Dan Sullivan cover image

An Entrepreneurial Life On Your Own Terms, With Ken Robinson

Multiplier Mindset® with Dan Sullivan

CHAPTER

Journey to Financial Planning and Client Relationships

Exploring the speaker's evolution from law to risk management to establishing a financial planning firm, emphasizing the importance of meaningful client relationships and holistic financial planning. This chapter delves into refining the client base, managing work-life balance, and outsourcing tasks for efficiency and revenue maintenance.

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