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In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the essential considerations for financial advisors and leaders aiming to build enduring firms. He emphasizes the importance of strategic thinking, culture, leadership, value creation, competition, growth, focus, listening, technology, branding, financial security, and succession planning. The episode provides actionable insights and encourages leaders to assess their firms against these key areas to ensure long-term success.
Key Takeaways
For more information click here.
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.
5
114114 ratings
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the essential considerations for financial advisors and leaders aiming to build enduring firms. He emphasizes the importance of strategic thinking, culture, leadership, value creation, competition, growth, focus, listening, technology, branding, financial security, and succession planning. The episode provides actionable insights and encourages leaders to assess their firms against these key areas to ensure long-term success.
Key Takeaways
For more information click here.
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.
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