Always On with Duncan MacPherson Podcast - Episode 11
How To Become an Advisor for Life with Levi McMellian
In this episode, I am joined by Levi McMellian, CPA, AIF®, CEO, Executive Director, and Founding Partner at CFO4Life to uncover the secret to building a sustainable practice and scaling your business organically.
Levi and I discuss:
- Why adversities are an opportunity in disguise for deeper client relationships
- How to avoid a growth plateau through effective legacy planning
- The importance of branding your process (instead of a single advisor)
- The PSP mindset for identifying right-fit clients
- And more
