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Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice.
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In this episode, Ray Sclafani discusses the seven essential metrics for a CEO scorecard that can help measure the performance of financial advisory firm CEOs. The metrics cover various categories such as firm performance, strategic leadership, operational excellence, stakeholder relations, personal development, adaptability and crisis management, a…
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9 Trends That Will Impact the Future of Your Firm
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13:32
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13:32
In this episode, Ray Sclafani discusses nine trends that will impact the future of financial advisory firms. These trends include margin compression, rising labor costs, training of lead advisors, private equity investors, succession planning, next-generation partners, multiple expansion, rigorous compliance oversight, and advancing technology. Ray…
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7 Steps to Building Your ‘Firm of Dreams’
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In this episode, Ray Sclafani discusses the seven steps to building your firm of dreams. He uses the metaphor of the movie 'Field of Dreams' to explain the importance of having a clear vision and taking a leap of faith. The seven steps include defining your firm's vision, creating a detailed plan, building the right team, attracting the right clien…
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