How to Account for Growth: Transitioning from Advisor to CEO
May 11, 2022
59:11
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability. This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company. In this episode, Jon Kuttin is interviewed by Louis
Quantum Growth for Financial Advisors