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Financial Advisor Success cover image

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

Financial Advisor Success

NOTE

Throttling Growth for Quality Client Experience

The firm has evolved to focus more on ongoing clients, leading to taking on fewer new clients. Growth is throttled to ensure processes are robust and exceptional client experiences are delivered. The firm values work-life balance and family, ensuring no one works long hours. Throttling growth is necessary to maintain these values and prioritize client satisfaction.

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