The Accidental Owner’s Roadmap to Building a Lasting Firm
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The Accidental Owner’s Roadmap to Building a Lasting Firm
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About this listen
In this episode of "Building the Billion Dollar Business," host Ray Sclafani delves into the strategies and insights behind successful financial advisory firms, focusing on organic growth and new client acquisition. He outlines six steps to boost growth, emphasizing the importance of client relationships, team collaboration, and strategic planning. Ray also discusses the significance of setting intentional goals and fostering a culture centered around growth.
Key Takeaways
- Organic growth is a critical indicator of a firm's health.
- Understanding total relationship value (TRV) is essential.
- Generational continuity is key for long-term success.
- A focused marketing plan aligns with client needs.
- Utilizing CRM effectively identifies growth opportunities.
- Reframing culture around growth attracts talent.
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