The Power of No: Streamlining Your RIA’s Clientele for the Eight-Figure Exit

As your business has grown, it likely became more complicated. You started off with just a handful of clients who were willing to put their trust in an upstart. Now, you find yourself serving more affluent clients and seeing that they provide a more efficient path to revenue growth. Unfortunately, your book is full, and bringing on more clients would require a significant investment. Fortunately, there is an answer. It can be found in the power of “no.” Just as every garden needs pruning for the healthiest growth, carefully pruning your client list could make room for the growth you desire. In this entry, I’m going to look at the power of “no,” and how such a small word can have a big impact on your firm. Follow Along With The Financially Simple Podcast!  This week on The Financially Simple Podcast: (00:42) The eight-figure exit requires the correct client […]

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