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Transfers of Trust

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Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the successful strategies employed by WYSIWYG Wealth Management, a high-performing advisory team generating over $10 million in annual revenue. This episode highlights the importance of developing the next generation of talent, implementing a transfer of trust model, and leveraging team capacity for growth.

Key Takeaways

  1. The transfer of trust model enhances client relationships.
  2. Clients appreciate the involvement of younger advisors.
  3. Mentorship fosters personal connections and knowledge sharing.
  4. Forecasting opportunities helps in proactive planning.
  5. Utilizing capacity effectively can lead to strategic growth.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

30 episoade

Artwork
iconDistribuie
 
Manage episode 457292325 series 3582122
Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the successful strategies employed by WYSIWYG Wealth Management, a high-performing advisory team generating over $10 million in annual revenue. This episode highlights the importance of developing the next generation of talent, implementing a transfer of trust model, and leveraging team capacity for growth.

Key Takeaways

  1. The transfer of trust model enhances client relationships.
  2. Clients appreciate the involvement of younger advisors.
  3. Mentorship fosters personal connections and knowledge sharing.
  4. Forecasting opportunities helps in proactive planning.
  5. Utilizing capacity effectively can lead to strategic growth.

For more information click here to visit The ClientWise Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

  continue reading

30 episoade

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