The goal for many of the advisors we work with is to build up their practice to a point where it can run on its own and sustain success even when they aren’t in the office. Having a practice that gives you the freedom to go on vacation or find the balance you need away from work is what many people strive to achieve.
This episode will describe what it means to have a successful practice and then explain our approach to building the business through bringing in the right personnel. We’re going to talk about hiring and outsourcing strategies, some of the partners that we’ve worked with, and the one hire that has really helped grow our financial planning practice.
If you’ve ever wondered how some advisors can get so much more work done in the same amount of time, this episode will give you an idea of the right steps and processes to be implementing now.
Featured Quote:
"I see this mistake happen all the time. You have so many advisors that will try to make their administrative person the person that makes the phone calls to help book the appointments. Let me tell you something, they hate doing that." -Mastermind Advisor Marketing
Here is some of what we’ll cover in this episode:
If you want to watch this episode, check out our YouTube channel for the video: https://www.youtube.com/@MasterMindAdvisor
Resources:
Mastermind Advisor Website: https://mastermindadvisor.com