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The Blah Blah Blah Problem of Wealth Management with Jim Dickson
Manage episode 505547335 series 3578292
محتوای ارائه شده توسط Brodrick Lothringer. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Brodrick Lothringer یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that fuels it all.
They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim shares the song that sums up his career philosophy. Hint: Sinatra would approve.
Hit play, because this one’s part strategy session, part reality check, and all energy.
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