The Tough Truth About a Profitable Practice
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About the Episode
Growing your practice isn’t just about good marketing. If you’re looking to make a better impression outwards, look inwards first at the foundation of any future growth – your profitability. The need to achieve profitability is something that most business owners take for granted. But for financial advisors, achieving that goal is especially important, as my guest, Jim Palumbo, explains.
Our guest today is Jim Palumbo, a principal and the chief development officer at Dynamic Wealth Advisors. Dynamic is based in Phoenix, AZ, and is a business system provider to independent RIAs.
Here is a link to the Dynamic Wealth Advisors web site.