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From Advisor to Owner to Investor: How Firms Really Scale
I recently had the pleasure of joining Dave Zoller on his YouTube channel, Streamline My Practice, to discuss something I've been thinking deeply about lately: the difference between owning a business and being owned by your business. If you're a financial advisor wondering whether you've built a thriving enterprise or just created a demanding job for yourself, this conversation is for you.
Dave and I discuss:
The Four Levels of Advisory Business Evolution
The Identity Shift That Changes Everything
The Power of a Compelling Three-to-Five-Year Vision
Two Real-World Examples of Extreme Freedom…
The skinny
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