Scaling smart | Tools, strategy and the vision behind Fransen Financial
Update: 2025-04-30
Description
What does it take to build an advisory practice that scales with purpose? We join guest speaker Aaron Fransen, Certified Financial Planner®, as he unpacks the journey behind Fransen Financial—from leaving his full-time employment the same week he became a new dad, to building a tech-forward, capacity-conscious business model. You’ll hear how Aaron made strategic shifts, leveraged tools to create capacity, and aligned his practice with a vision for sustainable growth.
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