How Wes White went from $0 to $30MM AUM in one year — with no selling involved / Grow Episode 25

There are lots of ways to attract new clients, but Wes White found that if he focused his energy on onboarding — rather than selling — he was actually able to scale his financial planning firm much quicker. In fact, he went from $0 to $30MM AUM in one year.

Here's the 3 meeting onboarding process that led to his firm’s success.

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