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Five Ways to Grow – With Lee Cole - Episode 12
Manage episode 451161057 series 3605064
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In this conversation, John Kailunas II and Lee Cole discuss the five ways to grow a financial practice. The first way is strategy, which involves having a clear plan and purpose for the business. The second way is financial management, which includes budgeting and tracking key metrics. The third way is marketing, where advisors need to focus on what makes them unique and communicate that to their target market. The fourth way is people and performance, emphasizing the importance of hiring and retaining the right talent. The fifth way is operational efficiency, which involves integrating technology and streamlining processes. Overall, these five pillars are essential for advisors to grow their practice.
Capitole
1. Introduction (00:00:00)
2. The Importance of Strategy (00:02:07)
3. Financial Management (00:06:18)
4. Marketing (00:14:18)
5. Operational Efficiency (00:25:21)
6. Conclusion (00:37:05)
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