#167 - 100 Great Clients: Building the Practice You Actually Want - Andrew Damcevski
What does a successful financial planning firm actually look like?
For Andrew Damcevski, founder of AJD Wealth Management, the answer isn’t building the biggest firm possible. It’s working with 100 great clients, providing a high level of service, and building a business that gives him control over his time.
In this episode, Andrew joins us to talk about his path from starting in the insurance world and moving to the fee-only world, starting and selling a firm, and eventually launching AJD Wealth Management.
We get into the value of learning sales early in your career, the realities of…
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