How Wes White went from $0 to $30MM AUM in one year - with no selling involved / Grow Episode 25

There are lots of ways to attract new clients, but Wes White found that if he focused his energy on onboarding - rather than selling - he was actually able to scale his financial planning firm much quicker. In fact, he went from $0 to $30MM AUM in one year.
Here's the 3 meeting onboarding process that led to his firm’s success.
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[@mason1lc]

Hands down one of the best videos! I'm currently getting licensed and coming up with my business plan as a new advisor. Thank you for this video and wonderful insights.

[@GriffithCapitalGroup]

Just caught this video. I too am working on getting my license. How’s it going with you?