Financial Advisor Podcast: The Advisor Joruney

Beyond $100M: unexpected challenges (and solutions) to building a bigger firm with Jason and Dasarte

Jason Wenk and Dasarte Yarnway discuss scaling a firm beyond $100 million, focusing on client service, team expansion, and compliance. They offer insights into managing growth, marketing, and hiring strategies. The episode serves as a practical guide for advisors on the complexities of expanding their firm efficiently.

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