eLIBRARY

13Feb '18

Quickly Growing a Firm

Moore, H
US.ivoox.com,United States

Sten J. Morgan was only 25 years old when he quit his job at Raymond James to start his own financial planning firm in a new town where he knew almost nobody. Five years later, Legacy Investment Planning, his financial planning firm, manages roughly $120 million in client assets. Discover how Blue Ocean Strategy has inspired him.
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