Jonathan Manela of Edge Strategy Group shares key factors to create a business that is capable of growth and that can grow at an exponential rate. Specifically he discusses the importance of bringing in the right people, putting technology and infrastructure in place, and defined processes to create a scalable practice. He then shares many methods for expanding the service offerings of the firm, particularly through leveraging outsourced investment management, and then growing through strategic alliances, acquisitions, and other inorganic growth strategies. Manela also shares how is firm works as a collaborative partner with financial advisors looking to grow by either establishing new profit centers in the firm or by investing and supporting scalable growth and inorganic growth.

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