Dive into a comprehensive discussion on the future of financial advice with industry experts. This episode uncovers key trends shaping the industry, the transformative power of AI, and the strategic importance of creating a franchisable business with proprietary processes. Learn a masterclass on generating referrals without directly asking and how to engineer your business for scalability and lasting value.
Watch on YouTube: https://www.youtube.com/watch?v=MzhxPTd7A30
