Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)
We talk a lot about systems, workflows, delegation, and building more efficient financial planning practices around here. But today, we're switching things up! I'm taking you behind the scenes of the advisory practice I built, the mistakes I made along the way, and how I managed to run a $1.5 million practice serving 285 households while working just three days a week. I'm answering some of your most frequently asked questions about my team, my first hires, why I sold my practice, and what I've learned about building a business that supports the life you actually want to live. And because so…
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