Advisors: Your First Steps Toward Growth & Scale (ft. Tracy Jepson) — 043
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Advisors: Your First Steps Toward Growth & Scale (ft. Tracy Jepson) — 043
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About this listen
Tracy Jepson joins us to talk building profitable, sellable advisory firms by replacing chaos with systems, clean numbers, and clear boundaries. From SOPs to Profit First, she map the steps to get owners out of the weeds and into strategic control.
• Mindset shift from operator to owner
• SOPs matter
• Correct messy books, co-mingling, and improper accounting
• Profit First as a simple cash flow system
• Shiny object syndrome
• Scorecards, KPIs, and hiring for fit
• Aligning client selection with firm values
• Designing an exit-ready, transferrable business
We hope you enjoy!
Thanks for listening!
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