The Accidental Owner’s Roadmap To Building A Lasting Firm Building The Billion Dollar Business podcast

Building The Billion Dollar Business « »

The Accidental Owner’s Roadmap to Building a Lasting Firm

5d ago 11:59

Content provided by Ray Sclafani. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ray Sclafani 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.

In this episode of "Building the Billion Dollar Business," host Ray Sclafani delves into the strategies and insights behind successful financial advisory firms, focusing on organic growth and new client acquisition. He outlines six steps to boost growth, emphasizing the importance of client relationships, team collaboration, and strategic planning. Ray also discusses the significance of setting intentional goals and fostering a culture centered around growth.

Key Takeaways

Organic growth is a critical indicator of a firm's health.
Understanding total relationship value (TRV) is essential.
Generational continuity is key for long-term success.
A focused marketing plan aligns with client needs.
Utilizing CRM effectively identifies growth opportunities.
Reframing culture around growth attracts talent.

For more information click here to visit The Best in the Business Blog.

Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTube

To join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

81 episodes