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Building a Sustainable Growth Strategy and Moving Your Business Beyond Market Returns

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Manage episode 520197549 series 3667466
Content provided by LPL Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LPL Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. In this episode of If You Could, Matt and Taryn sit down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s groundbreaking Advisor Growth Study, Kraleigh reveals how intentional planning, client segmentation, and data-driven strategies can help advisors unlock sustainable growth and elevate business valuation. From deepening client relationships to creating capacity for what matters most, this conversation is about turning purpose into performance. Get your copy of the Advisor Growth Study at go.lpl.com/advisorgrowthstudy.

Follow Matt on LinkedIn here!
Follow Taryn on LinkedIn here!

  continue reading

20 episodes

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iconShare
 
Manage episode 520197549 series 3667466
Content provided by LPL Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LPL Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. In this episode of If You Could, Matt and Taryn sit down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s groundbreaking Advisor Growth Study, Kraleigh reveals how intentional planning, client segmentation, and data-driven strategies can help advisors unlock sustainable growth and elevate business valuation. From deepening client relationships to creating capacity for what matters most, this conversation is about turning purpose into performance. Get your copy of the Advisor Growth Study at go.lpl.com/advisorgrowthstudy.

Follow Matt on LinkedIn here!
Follow Taryn on LinkedIn here!

  continue reading

20 episodes

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