100 Referrals a Month - Inside Everest Wealth's AI-Powered Growth Engine
Rob sits down with Scott Taylor and Ashley Pickett from Everest Wealth, a Perth-based advice business that's grown from a golf course conversation eight years ago into a team of 62 across Australia and the Philippines.
Scott shares how the business bootstrapped from zero with free seminars for paramedics, before building a referral engine through partnerships with finance podcasts including She's on the Money, My Millennial Money, Equity Mates, Rask Media and Ladies Finance Club, now delivering more than 100 warm referrals a month.
Ashley then takes us inside Everest's tech stack, from a…
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