As advisors (or TPA's, recordkeepers, wholesalers) we are always looking for ways to grow. We focus on prospecting and marketing techniques, which although not bad, aren't enough. Whether you are a solo advisor or lead a team of 50, your focus needs to be on scaling your business.
You can grow a business and run yourself into the ground. Or you can scale a business and become profitable and efficient, both in time and money. Which one would you choose?
In this episode, we discuss what scaling is, why you want to scale, and give tactical tips for actually scaling your 401k business or practice.
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