“My New Year's resolution to myself going into 2026 was I want to travel internationally at least twice a year”
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Said on The Main Street CEO
Retire Right Radio · Running Out of Money in Retirement
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schedule strategic review meetings with each client at least twice per year
2 per year
“My New Year's resolution to myself going into 2026 was I want to travel internationally at least twice a year”
“First thing I will say is, shall we get everyone? ... without that, you end up having about 16 meetings because you roll through each person twice”
“In 2026 financial year, I will say at least 55, 60% of our business were from existing clients or existing client referrals.”
“I need to grow between 24 to 26% net, per year… we’ve been averaging at least 15 points of organic growth per year.”
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