Do Business. Do Life. — The Financial Advisor Podcast — DBDL
144: Triad Member: The Playbook That Took Reliance Financial Partners from $35M to $100M Per Year with Dana Dunkelberger
Dana Dunkelberger of Reliance Financial Partners discusses the firm's growth journey from $35M to $100M in annual assets. He details the team expansion, structural changes, and strategic hires needed to move from an unsustainable growth model to a scalable, efficient business.