119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk

The Efficient Advisor: Tactical Business Advice for Financial Planners · May 31, 2023 · 42m

One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if you do traditional planning, reverse planning, fee-only…. Whatever your special sauce is— the one thing that is common amongst all types of business models is the need to make it scalable.

And to me, scaling a business is increasing your capacity so that you can increase revenue, without necessarily adding in more of your time and without sacrificing your margins long term. Meaning, you can build a business that you love. That honors…