Ron Gross shares his journey from accountant to a leading figure in retirement and 401k planning. Ron discusses the evolution of his firm, OneSeven, and how he has helped clients grow their wealth over time, often from modest beginnings. He emphasizes the importance of giving back through his work and philanthropy. Ron reflects on the challenges of growing a financial advising firm, the power of networking, and his approach to client relationships. He also touches on his future plans and the importance of finding purpose beyond work.
In this episode, Chris and Ron discuss:
- Navigating Business Success with EOS
- Leaky Tires and Growth Mindsets
- The Impact of Giving Back
- The Untapped Opportunity in Retirement Planning
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
