ABOUT THIS EPISODE
Most advisors join an IMO because of the promise that they'll help them grow, build their brand, get in front of more clients, and become better business owners. But how do you put a monetary value on that?
In this episode, Justin sits down with Phil Graham to discuss how advisors can determine what the services their IMO provides are actually worth, what their IMO may be making from their production, and whether they're truly leveraging the value available to them.
The question isn't whether your IMO provides value. The question is whether the value you're getting matches what they're making from your production.
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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.
