Do Business. Do Life. — The Financial Advisor Podcast — DBDL
104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells
Brent and Kim Wells of Young Wealth Management discuss how they scaled their firm from $31M to $49M in new assets in one year. They explain how they transitioned roles, hired key staff, implemented a four-day work week, and improved company culture to achieve growth.