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Our wealth authority of the week is Paul Dorsey. Paul Dorsey, CFA, has worked in trusts and investments for over thirty years. He built an independent practice providing comprehensive wealth management, including retirement planning, private investments, and trusts. Working solely on referrals, he never discriminated between regular-net-worth, high-net-worth, or ultra-high-net-worth clients. He is the author of Ditch The Pitch: Stop Selling. Start Serving. Grow Referrals., where he shares the GROWTH blueprint that scaled his business from a single $25/month account into a multi-million dollar, referral-driven business of 400+ families—without ever chasing a sales quota.https://indiebooksintl.comSeason 2, Episode 26
By Henry DeVriesOur wealth authority of the week is Paul Dorsey. Paul Dorsey, CFA, has worked in trusts and investments for over thirty years. He built an independent practice providing comprehensive wealth management, including retirement planning, private investments, and trusts. Working solely on referrals, he never discriminated between regular-net-worth, high-net-worth, or ultra-high-net-worth clients. He is the author of Ditch The Pitch: Stop Selling. Start Serving. Grow Referrals., where he shares the GROWTH blueprint that scaled his business from a single $25/month account into a multi-million dollar, referral-driven business of 400+ families—without ever chasing a sales quota.https://indiebooksintl.comSeason 2, Episode 26