The ‘right’ size for success | Why bigger isn't always better
Update: 2025-05-14
Description
In this episode, we speak with Chad Dawson, an investment advisor, about how to create a differentiated offering in your practice. Chad shares why “simple doesn’t mean unsophisticated”— and how trust, communication, and consistency are still the real differentiators in advisory. He explains why he only needs 100 clients, the value of speaking your client's language, and why standing still—like a goalie during a penalty kick—can sometimes be the smartest move.
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