#167 - 100 Great Clients: Building the Practice You Actually Want - Andrew Damcevski

What does a successful financial planning firm actually look like?For Andrew Damcevski, founder of AJD Wealth Management, the answer isn’t building the biggest firm possible. It’s working with 100 great clients, providing a high level of service, and building a business that gives him control over his time.In this episode, Andrew joins us to talk about his path from starting in the insurance world and moving to the fee-only world, starting and selling a firm, and eventually launching AJD Wealth Management.We get into the value of learning sales early in your career, the realities of starting from scratch, why keeping your personal expenses low can give new firm owners more runway, and the tradeoffs between building a large enterprise and intentionally staying small.Sometimes the goal isn’t a bigger practice. It’s building the practice you actually want.Andrew's website: ajdwealth.comLinkedin: https://www.linkedin.com/in/andrew-damcevski-cfp%C2%AE-tpcp%C2%AE-4832b365/Music in this episode was obtained from Bensound.