Behind The Advisor
Behind The Advisor
XYPN
Ep #412: Scaling Smart: Building a High-Growth Firm for Entrepreneurs
35 minutes Posted Sep 10, 2025 at 12:00 pm.
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In this episode of Behind the Advisor, David Flores Wilson shares how his firm grew 5X in five years—by focusing on entrepreneurs, building community, and keeping the human side of planning front and center. From creating simple systems to boosting visibility with media, David's story is full of practical takeaways you can apply in your own practice.