Do Business. Do Life. — The Financial Advisor Podcast — DBDL
096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker
Craig Sullivan and Bonnie Becker of Sullivan Financial Partners discuss how they doubled their assets from $30M to $60M in one year. They explain the operational strategies, team-led models, and organizational planning that allowed them to scale while the founder reduced his…