Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 41 · TOP 1.5% what is this?)
Episode: 119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk
Pub date: 2023-05-31

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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.

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LINKS FROM THIS EPISODE:

Connect with Trent on Twitter here!

Connect with Trent on LinkedIn here!

Planning Tool Trent mentioned - NewRetirement

Custodian Trent Mentioned: Altruist

Book Mention: Built to Sell by John Warrilow

Get 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.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Join the Group Coaching Waitlist Here

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn 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.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk 42:36 Share

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119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk