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Transfers of Trust
Manage episode 457292325 series 3582122
Contenuto fornito da Ray Sclafani. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Ray Sclafani o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the successful strategies employed by WYSIWYG Wealth Management, a high-performing advisory team generating over $10 million in annual revenue. This episode highlights the importance of developing the next generation of talent, implementing a transfer of trust model, and leveraging team capacity for growth.
Key Takeaways
- The transfer of trust model enhances client relationships.
- Clients appreciate the involvement of younger advisors.
- Mentorship fosters personal connections and knowledge sharing.
- Forecasting opportunities helps in proactive planning.
- Utilizing capacity effectively can lead to strategic growth.
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