Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors

Advisor Talk with Frank LaRosa · Jul 27, 2023 · 34m

Topics discussed include:

*Why larger clients impact the scalable growth of your practice and steps to take to implement this strategy.

*How to utilize a transition to a new firm and your existing book of business to attract new assets.

*The growing importance of social media and branding and its correlation to advisor success.

*A breakdown of do’s and don'ts in relation to leveraging your existing clients to attract new clients.

*How advisors can employ the skills they already possess to utilize mergers and acquisitions as a tactical growth strategy.

Frank and Jon are two of the greatest…