From Solo Advisor to CEO

Lessons in Growth, Leadership, and Personal Evolution

Have you considered what it truly takes to transition from a successful individual financial advisor to a CEO leading a large enterprise? This journey demands significant personal and professional evolution, often accompanied by setbacks. 

Discover the lessons learned from one leader's evolution from a single advisor to a CEO overseeing 123 advisors. This clip explores the personal liberation that comes from building a strong team and focusing on the bigger picture. Learn the importance of doing what's right for clients and employees, and why surrounding yourself with quality people is paramount to overcoming challenges and achieving sustained growth.

This clip is an excerpt from episode 79 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Jimmy Lee, founder and CEO of The Wealth Consulting Group. 

Stream episode 79, "Scalable by Design: Lessons in Intentional Growth", on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao-ap 

Spotify: paretosys.co/ao-sp 

Find Your Channel: paretosys.co/ao-bb