Smaller firms achieve this often through the passion and commitment of the founder(s) or principal(s), and as a result can deliver great service to their clients profitably.
Scaling isn’t easy; it requires long-term commitment and expertise as well as capital. But more and more firms are succeeding. The challenge is to be clear on your model and not to get caught in the middle.
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Ben Goss is chief executive of Dynamic Planner
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