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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Oct 31, 2017

At the age of 30 he has already executed a successful succession plan and more than doubled the size of the practice. He explains the unique structure of the company and goes into detail about the succession plan he was a part of.

Jake talks about the up-front payment system they have and how it works for the variety of clients they serve. services they provide and how they help both the client and them as a business. He also talks about how important tracking, systematizing and creating processes is crucial to the success of the practice.

For show notes and more visit https://www.kitces.com/44

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