Transforming: Tales of Business Evolution

SFP 87: A Revolution in 'right-sizing' a client base

Oct 2, 2023
Sandy Johns, owner of Revolution Financial, discusses how she right-sized her firm's client roster for better work-life balance. Transitioning to a subscription model increased revenue and efficiency. She highlights the benefits of remote work and video meetings. Starting the client base transition early, raising prices, and finding fulfillment outside of work were key strategies. Expresses gratitude for networking groups.
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