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Joe Duran, CEO of RISE Growth Partners, discussed how advisory firms can overcome the challenge of growing beyond their current capacity at the Nitrogen Fearless Investing Summit 2024. He emphasized the importance of having a bold vision and actionable roadmap for helping advisors evolve and make quantum leaps. Duran described four key elements for organic growth: a selling culture, originality, clear customer focus and passion. He also emphasized the importance of understanding your brand promise and making sure it matches customer expectations. Regularly checking in with customers to gauge satisfaction is essential to continuous improvement and long-term success.