How to Grow Your Business by Scaling Up

In this clip, Duncan MacPherson and Ted Jenkin dive into the "Sell and Stay" strategy, a proven approach to scaling your advisory practice while still maintaining a stake in the business. Learn how financial advisors can free up time, simplify operations, and grow their client base by focusing on high-net-worth clients. Ted shares personal insights on selling a portion of your business and retaining stock, while Duncan explains how this strategy can liberate advisors to focus on what they truly love. If you're looking for actionable strategies to grow up market and maximize your business value, this video is for you.

Key Takeaways:

• The benefits of selling a part of your practice while staying involved.
• How to grow down to lighten your client load and increase profitability.
• The importance of focusing on high-value clients to grow your practice.