Summary of Jim Dunlop’s leadership interview
Jim Dunlop is managing partner and co-owner of Advent Partners, a wealth-management firm in south-central Pennsylvania, and has been in Ed Robinson’s group about four years. He values how honestly the group speaks truth to one another — surfacing blind spots and delivering hard truths he needed to hear, both in the group and in his triad. A recurring lesson: stress the business from the outside in rather than the inside out — don’t over-hire or carry too much overhead before you’ve confirmed the demand for that capacity in the marketplace.
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