Navigating the Fork in the Road

In this clip, Duncan MacPherson discusses with Rob Brown the critical decision many financial professionals face"whether to focus on growing a B2C business serving retail clients or scaling up to B2B by bringing in other advisors and acquiring firms. Rob shares his perspective on both paths, highlighting how each can lead to success depending on an advisor's goals and appetite for growth. They also touch on the importance of managing the "hassle factor" and ensuring the business continues to serve one's life as it scales. Whether the goal is to maintain a lifestyle business or build enterprise value, this conversation offers insights into making the right choice for one's unique situation.

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