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Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo

Power Your Advice

English - January 21, 2021 19:26 - 32 minutes - 74.2 MB
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Previous Episode: Episode 24 – Success Begins With Listening Deeply to Your Clients – with Michael Scaplen

Next Episode: Episode 26 – The Opportunity in the Multifamily Real Estate Sector – with Ernest Johnson

The ups and downs of 2020 gave many advisors pause and forced them to really think about the core of their businesses: Who are our ideal clients? What services should we be offering to them? What should we be charging for those services? And what is the most profitable way we can deliver those services … Continue reading Episode 25 – Financial Advisors Can Find Freedom to Focus Through Outsourcing – with Barrett Ayers, Matt Sonnen and Rich DeSalvo →