Do Business. Do Life. — The Financial Advisor Podcast — DBDL
136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips
Matt Rowley and Daveda Phillips discuss the evolution of their firm, focusing on the mindset shifts and leadership changes required to scale successfully. They explore the transition from an unsustainable founder-led model to a team-based culture centered on trust, loyalty, and…