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Barron’s Top 100 Advisor Shares HNW Prospecting Strategies

Category:
Medium:
Podcast
Organization:
Kitces

Erin shares how a shift from lead advisor to CEO and rainmaker helped nearly 10X the firm’s growth in under three years. She also breaks down how she transitioned client relationships, built stronger systems, and ultimately sold the firm before returning to help other advisors build firms that can grow beyond themselves.

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