124: Michelle Lynch | Top 50 Most Innovative Voices in Advisor Growth Series

Why do clients refer one financial advisor over another when the investment performance looks the same? In this episode of the Top 50 Most Innovative Voices in Advisor Growth series, Michelle Lynch joins Paul G. McManus for a conversation about practice design, referrals, and what changes when an advisor has to grow a firm, not just a book. Michelle is Senior Vice President of Practice Management and Growth Consulting at Raymond James. She has spent 22 years at the firm, and she leads the tea...