31 min listen
119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
43 minutes
Released:
May 31, 2023
Format:
Podcast episode
Description
One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if you do traditional planning, reverse planning, fee-only…. Whatever your special sauce is— the one thing that is common amongst all types of business models is the need to make it scalable. And to me, scaling a business is increasing your capacity so that you can increase revenue, without necessarily adding in more of your time and without sacrificing your margins long term. Meaning, you can build a business that you love. That honors how you want to do life. That brings you joy and happiness and all the things… without consuming every moment. Without you being tethered to your phone all weekend or checking email during the kids’ soccer games. You know what I mean. The business that allows you to live out your passion and serve clients in the way you want to that makes you feel good.Today I want to introduce you to a coaching client of mine… Trent. What Trent is doing with his business is so cool, so interesting, and scalable. What I love about Trent’s business model is that he took what he loved, eliminated what he didn’t, found his groove, and really went for it. I think his story might just inspire you to think outside the box a bit when it comes to building your business and your offerings.--------------------------------LINKS FROM THIS EPISODE:Connect with Trent on Twitter here!Connect with Trent on LinkedIn here!Planning Tool Trent mentioned - NewRetirementCustodian Trent Mentioned: AltruistBook Mention: Built to Sell by John WarrilowGet on the Systems to Scale Group Coaching Waitlist Here!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
May 31, 2023
Format:
Podcast episode
Titles in the series (100)
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO by The Efficient Advisor: Tactical Business Advice for Financial Planners