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Ep 495: Scaling To $3.5M Of (Flat-Fee) Revenue by Leaning into A Unique Retirement Income Approach with Bradley Clark

What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationsh ... Show more

. 1h 39min

Ep 494: Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help with Kristin Harad

What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and generate warmer leads over time? Kristin Harad is the founder of ... Show more

. 1h 29min

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