The financial planning industry is flourishing and that growth affects even the smallest RIA firm. Should you hold tight or expand? It’s a question without an easy answer.

Reese’s guest on this episode of the Elementality podcast, Stephanie Bogan, knows growth. In her words, “if you can get to $500,000 in revenue, you can do anything.” On the show they discuss why finding small success can lead to greater achievements—and what you need to do to clear those first hurdles to growth.