IDEAL Plans Ideal Advisors

Ep 18 Getting the Most Enjoyment and Value from your Business


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In this episode we'll explore what are the key building blocks to a fully optimized business - one that you can fully enjoy and that has tremendous value!  Topics include: working with partners, supporting new advisors, staffing, exit planning, profitability assessment of your service matrix, maximizing business value, and optimizing your work/life balance.   By listening to this podcast you'll be able to take stock of your business.  When you know what needs to be improved you'll be more confident to take action.  If you take action you can see your vision of an ideal advisory practice become your reality.  

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IDEAL Plans Ideal AdvisorsBy Richard E. Boone