

Business Scaling Workshop Live Q&A | Ep 827
12 snips Jan 17, 2025
Explore innovative strategies to scale a financial planning business from $500,000 to $5 million. Discover how workshops can enhance client engagement and improve profitability. Uncover the power of a dedicated sales team to optimize customer acquisition for subscriptions. Learn the importance of simplicity in operations and focusing on niche markets for effective advertising. Plus, insights on using guarantees to boost sales in service-based industries. Grab essential resources like the Scaling Roadmap for navigating growth.
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Lead Magnet: Workshops
- Use workshops (virtual or in-person) as lead magnets.
- These build trust faster than online methods, increasing lead flow and sales.
Pricing vs. Service
- Don't undercharge and over-deliver.
- Increase pricing or reduce service frequency (e.g., monthly meetings).
Separate Services
- Separate personal finance and investment services.
- Offer a traditional wealth management model alongside a personal finance offering.