#65 - Scaling a Financial Planning Firm to an Enterprise Level - James Conole
Ever wondered how to grow a financial planning firm from a start-up to an enterprise-level success? Today, we're giving you an exclusive seat at our enlightening chat with James Conole, the founder of Root Financial Planning. Imagine managing over 250 million AUM – James and his team do just that and he shares the insightful lessons he learned on his journey.
We explore the intriguing paths available to entrepreneurs in the fee-only community. James gives us a firsthand account of his innovative strategies: how he leverages his platform, expands into various platforms, and maintains a…
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