In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms.
Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of these principles led to seven- and even eight-figure exits for his businesses.
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The Elite Financial Advisor Podcast With Sten Morgan