Description

Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages over 270 million AUM. In 2019, Dave began testing various marketing methods to achieve business growth and started sharing his findings with other advisors on his website. A few years later, Streamline was getting 40 to 60 prospects every month and has continued to grow ever since.  

In this episode, Dave shares his valuable insights on delegation, marketing, and setting boundaries while scaling a business. He reflects on the important lessons he has learned along the way, such as prioritizing his values, focusing on his skills, and shifting his mindset to focus on progress. Tune in to this episode and get ready to be inspired by Dave's story. 

Join us today as we discuss these things:

• 1:39 – Dave shares how he got into the advising business and started Streamline My Practice.
• 5:30 – Dave shares why balance is important to him.
• 7:51 – How growing a team has helped Dave scale his business while keeping balance.
• 10:40 – Dave shares the struggle of setting boundaries while growing at a rapid speed. 
• 13:02 – The power of the "do not do" list.
• 17:40 – "Put yourself in a place where people can find you." The advice Dave would give to entrepreneurs looking to streamline their practice. 

RESOURCES

Check out Streamline My Practice: 

https://www.streamlinemypractice.com/    

https://www.youtube.com/@davezoller

Email: travis@travisparry.com

YouTube: https://www.youtube.com/channel/UC46ekvB-U-CJDdsd7aqJMuA 

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