Roth: Early revenue pressure makes it hard to reject ill-fitting clients
Evan Roth · Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433) · Feb 24, 2025 · at 28:28
Evan Roth, co-founder of BBR Partners, discusses how financial security enabled more disciplined client selection and improved overall client quality.
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“It's pretty hard in the beginning to say no to revenue. We made some mistakes along the way there, but once we were comfortable, once we knew we were a company built to last, we could then say, even for clients that wanted to hire us and that would have moved the bottom line, But there might have been a mismatch in fit and needs or whatever. I think we got better at being able to say no.”
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