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Transfers of Trust
Manage episode 457292325 series 3582122
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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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