Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67)
Always On for Financial Advisors PodcastShow Notes
Join host Duncan MacPherson as welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore the powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. They discuss why letting go of … Continue reading Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) →
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