The Evolving Advisor Podcast

Ep 023: Dan Whittenburg: Building the Puzzle to Evolve Your Organization


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In this episode, Jeff and Dan discuss: 

• Approaching life as if it is a jigsaw puzzle to be built.

• Accessing the business owner market initially and how it has grown.

• Coordinating with other professional advisors to best care for your client.

• How M&A factors into growth of the business.

  

Key Takeaways: 

• Intention and attention will get you where you are trying to get.

• Elevate your game to allow your business to grow, even if it means pushing yourself further than you think you can go.

• Use thinking-concern-action as a way to connect with other business professionals or referrals to help take care of your client.

• Hire before you can afford.

  

"Bring the puzzle pieces together, we’re not all the same and that is by design." —  Dan Whittenburg

 

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The Evolving Advisor PodcastBy The Evolving Advisor Podcast

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