Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner
Behind The Advisor
Transforming Financial Services: From Blog to Advisory
This chapter explores the evolution of a financial planning firm that transitioned from a personal finance blog to a successful SEC-registered investment advisory. The discussion focuses on key milestones in the journey, including the importance of team dynamics, effective delegation, and a comprehensive approach to client relationships. Insightful reflections on business mindset shifts emphasize the necessity of developing systematic procedures and a clear vision for growth in the financial planning industry.
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