mentorship

Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)

September 21, 2023 walter@thirdwheelmedia.com Podcast, Season 5 0 Comments

Growing referrals and expanding the business organically is a goal for every financial advisor, and our guest today has developed a program in his practice that is responsible for the majority of his company’s bottom line revenue.

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The Art of Scaling a Business with Scott Moore (S5E6)

September 7, 2023 walter@thirdwheelmedia.com Podcast, Season 5 0 Comments

Today we welcome in an incredibly successful advisor with over 30 years of experience who has built a business with his family at the forefront. Scott Moore is the founder of Moore’s Wealth Management and someone we know really well through his work with the Financial Independence Group.

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