-
The Three Basic Principles Of A Successful Financial Planning Business
- 2024/10/08
- 再生時間： 17 分
- ポッドキャスト
-
サマリー
あらすじ・解説
Today we want to get back into the basics of what we do and revisit some of the core concepts every advisor should be following. We began this show years ago to really dive into each of these principles and share strategies for achieving success in each of these areas.
Whether you’re a new advisor or someone who has been in the business for years, it’s important to refocus on the foundational principles for running a profitable business. Get insights on why your vendor is not your friend, the importance of prioritizing profit over revenue, and the value of working only with ideal clients.
Here’s some of what we discuss in this episode:
- Principle #1: Your vendor is not your friend.
- My financial goals when we started the business.
- Principle #2: Profit trumps revenue.
- Principle #3: Work only with ideal clients.
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net