Scaling Your Financial Services Business: Strategies for Lead Generation & Profit

The PRO Podcast

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11M ago 12:46

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In this episode Gary answers a question from a member of his community about scaling their business. Bob, who currently runs a one-adviser firm, asks Gary for guidance on how to expand beyond just himself. Gary provides insights into structuring the business for growth through implementing the right team roles and incremental scaling approach. He also emphasises the importance of designing foundations like systems, branding and culture to support larger scale goals.

What Is Covered In Today’s Episode Of The PRO Podcast:

How to live your desired lifestyle and define income goals to determine lead needs
The importance of having the right team structure
How to transition to an employed model to retain clients as your business grows
What to do when scaling your business

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