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More About This Episode:
On today’s show, we have Jesse W. Hurst, CFP®, AIF®, President and CEO of Impel Wealth Management. Jess began his career in the financial industry in 1987. In this episode, he shares the trajectory of his career path, helpful scheduling tips, and much more.
Join us today to learn about these things:
Jesse shares what balance looks like to him and how he manages his schedule. (6:09)
How he scales his business while maintaining balance and why his goal is to achieve fewer clients. (18:21)
Jesse’s advice to advisors struggling with scaling. (33:05)
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More about our guest:
Email: travis@travisparry.com
