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Melody Townsend

President of Townsend Financial Planning, an RIA based out of Kentucky that oversees $112 million in assets under management for 160 client households.

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Feb 13, 2024 • 1h 30min

Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend

Melody Townsend, President of Townsend Financial Planning, shares how restructuring her business model to reflect the entire value to clients quadrupled her revenue. The transition from financial planning to a more inclusive wealth management approach enhanced client services. The challenges of scaling a business, team building, and the evolution of Melody's role as a leader are also discussed.