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Diagnosing Practice Scaling Bottlenecks

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Your question is Diagnosing Practice Scaling Bottlenecks. Take a moment with it on the right.

Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).

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Problem

If an advisor is struggling to scale their practice at Raymond James Financial Services, what diagnostic steps would you take to identify their bottlenecks?