“Our business, Pro Solution, we would recommend less insurance than most other financial advice firms”
SW
Stuart Weems
Investopoly ·
“When I established myself, I never set the goal of having a big office… just be a real person… not a robot… personal touch.”
Dave Ebdon · The Quiet Operator · From Zero Clients to a Thriving Accounting Practice - Dave Ebdon S2 E3 - The Quiet Operator
Play from 38:56
38:56
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What was described
Argues that small-fish firms can win by offering a personal, human touch rather than the “tick-and-flick” advice of larger firms
Said nearby on the same subject
“Insight was one of the first firms to say, we can use an outbound sourcing, meaning going to the founders rather than waiting for a referral or inbound deal to come in.”
♫
Said on How I Invest with David Weisburd
“We offered that part to every major…Anne Bancroft, Colleen Dewhurst…None of them would touch the part. Until we got Louise Fletcher…went on to win the Oscar.”
♫
Said on The Joe Rogan Experience
“75% of the people who come into the market as early talent come to 10 firms, and they're big firms.”
♫
Said on Insurance Post Podcast
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