For 2023, you may have lofty goals and plans of action. But before you begin to execute, is your plan to grow your business or to scale it? You may have equated the two terms in the past, but there are some key differences that matter for your firm!

On this episode of The Customer Journey, Mike and Greg discuss the differences between growing versus scaling your financial advisory firm.

Watch this week’s latest TCJ (The Customer Journey) episode to learn more about how your financial practice can achieve marketing and sales success.

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