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Advisors often get asked by clients, “What will happen to me when you’re not around?”
If you don’t have an answer to it, it’s a sign to start your succession planning.
In this episode, Duncan joins Levi McMellian, CPA, AIF®, CEO, executive director, and founding partner at CFO4Life to uncover the secret to building a sustainable practice and scaling your business organically.
Levi discusses:
- Why adversities are an opportunity in disguise for deeper client relationships
- How to avoid a growth plateau through effective legacy planning
- The importance of branding your process (instead of a single advisor)
- The PSP mindset for identifying right-fit clients
- And more
Related: Achieve Mastery of Family Dynamics with Jackie Wilke