Ted Jenkin & Malik Lee - Building a $2.2B AUM Financial Advisory Powerhouse

2023-04-19

The Secret Sauce of How They Built a $2.2B AUM Financial Advisory Powerhouse with a 99.8% Retention Rate from a Start-up During the Great Recession. If you enjoyed this episode, please rate us and write a review on your favorite podcasting platform. APPLE PODCAST https://podcasts.apple.com/us/podcast/mornings-with-joel-commercial-real-estate-podcast/id1567961644 SPOTIFY PODCAST https://open.spotify.com/show/6xELTweUS6HWhHKtphRxE6?si=LvpekFZ6Qb2T5-g0PwclWA&nd=1 AUDIBLE POD...

The Secret Sauce of How They Built a $2.2B AUM Financial Advisory Powerhouse with a 99.8% Retention Rate from a Start-up During the Great Recession.

If you enjoyed this episode, please rate us and write a review on your favorite podcasting platform.

APPLE PODCAST

https://podcasts.apple.com/us/podcast/mornings-with-joel-commercial-real-estate-podcast/id1567961644

SPOTIFY PODCAST

https://open.spotify.com/show/6xELTweUS6HWhHKtphRxE6?si=LvpekFZ6Qb2T5-g0PwclWA&nd=1

AUDIBLE PODCAST

https://www.audible.com/pd/Podcast/B08JJNFCJJ

YOUTUBE

https://www.youtube.com/channel/UCvmX7bTRFFCalYQlWSjppsg

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Comments from the live chat:

00:35:17 Ted Jenkin: www.investwithroots.com
00:35:22 Ted Jenkin: www.rentwithroots.com
00:35:31 Ted Jenkin: Live In It Like You Own It
00:43:12 Malik Lee: https://klondikefinancial.com/
01:08:58 Willie Smith: Great session gentlemen. Thanks for sharing your tools.

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