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Organic growth vs growth via acquisition

Organic growth vs growth via acquisition

Paul Benson
Financial adviser and host of the Financial Autonomy Podcast.
Paul Benson
Financial adviser and host of the Financial Autonomy Podcast.

Organic growth vs growth via acquisition

Paul Benson shared his experience in growing his business having put substantial time and effort into growing organically as well as acquiring a book of clients a few years into his journey of being self-employed.

In this session, Paul discussed:

  •  The pro’s and con’s of organic growth versus growing by acquisition
  • Shared his experience in setting up a referral partnership (and why you need to have an agreed upon exit plan at the outset)
  • Identifying your strengths and weaknesses, and where you are at in your life to help determine whether growing organically or via acquisition (or a combo of both) is appropriate for you
  • If he had his time over why he would acquire sooner, even from Day 1
  • How he allocates 20% of his week to focusing on his Financial Autonomy Podcast
  • The unexpected referrals he started receiving from existing clients who were sharing his book with their friends and family

 

To check out a summary article from this web event, click HERE 

Links to check out Paul’s stuff and connect with him:

Paul’s website – https://www.guidancefs.com.au/
Paul’s podcast – https://financialautonomy.com.au/podcast/
Paul’s XY profile – https://www1.xyadviser.com/members/5320534

2 months ago

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Paul Benson shared his experience in growing his business having put substantial time and effort into growing organically as well as acquiring a book of clients a few years into his journey of being self-employed.

In this session, Paul discussed:

  •  The pro’s and con’s of organic growth versus growing by acquisition
  • Shared his experience in setting up a referral partnership (and why you need to have an agreed upon exit plan at the outset)
  • Identifying your strengths and weaknesses, and where you are at in your life to help determine whether growing organically or via acquisition (or a combo of both) is appropriate for you
  • If he had his time over why he would acquire sooner, even from Day 1
  • How he allocates 20% of his week to focusing on his Financial Autonomy Podcast
  • The unexpected referrals he started receiving from existing clients who were sharing his book with their friends and family

 

To check out a summary article from this web event, click HERE 

Links to check out Paul’s stuff and connect with him:

Paul’s website – https://www.guidancefs.com.au/
Paul’s podcast – https://financialautonomy.com.au/podcast/
Paul’s XY profile – https://www1.xyadviser.com/members/5320534