Are You Building a Hamster Wheel or Growth Machine? — 036
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Are You Building a Hamster Wheel or Growth Machine? — 036
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About this listen
What truly works in FA marketing and the harsh realities of building a successful practice beyond vanity metrics.
• Short 45-60 second video clips
• Weekly short emails (250-500 words)
• The fixation on subscriber counts and view metrics
• Most financial planning firms lack the infrastructure
• Solo advisors often hit a growth ceiling
• By mid-40s, successful couples should have money in all three buckets
• The margin between income and expenses is the "rocket fuel"
• Spending patterns will reveal your true priorities
• Why consistency is key
• Enormous opportunity in today's market
We hope you enjoy!
Thanks for listening!
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