Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST. But, it's so freaking hard sometimes!
In today's episode Libby dives into:
an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing roles
strategies for helping your team see growth potential for their careers at your firm (even if it's super small)
how to identify the right tasks to delegate to build out a role and increase the scale of your business
and what to look for in a Director of Operations…
The skinny
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