Behind The Advisor

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet


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It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, Bill’s business has grown to 3 employees and advises 58 clients. It’s obvious that he’s doing something (or many things) right.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/126

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