Join Gary Hansen, the founder of the Retirement Planning Center of the Rockies, alongside his son Jaris and son-in-law Josh, as they reveal their journey from a chaotic, founder-led firm to a structured, process-driven powerhouse. They discuss the pivotal shift that led to 264% growth over three years and how unifying their approach transformed client interactions. Insights on prioritizing leadership over product selling, creating a branded process, and maintaining a culture of continuous improvement highlight their impressive evolution in the financial advisory space.
