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EPISODE · May 26, 2022

7 Growth Hacks with Dean Thurman and Jeff Grail

from The Advisor Arena · host Jaime Malm

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his business by 85% last year and how he and Jeff are offering those some strategies to other advisors.

What this episode covers

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth Hacks for growing your practice plus what he did for the first 30 years in his practice he will never do again! Learn what Dean did to increase his business by 85% last year and how he and Jeff are offering those some strategies to other advisors.

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This episode was published on May 26, 2022.

What is this episode about?

Dean is the owner and founder of InvestWise Financial, a financial planning firm with over 700 million in assets. Jeff is a successful entrepreneur and business owner. Dean and Jeff also co-own White Glove. In this episode, Dean shares his 7 Growth...

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