In this episode, we explore the journey of financial advisors from solo practitioners to managing a team. The discussion highlights the benefits and challenges of hiring and training staff, with a special focus on asynchronous communication to provide effective feedback. Discover practical tips for utilizing voice memos and recorded meetings to enhance productivity and maintain focus on high-value tasks. Ideal for advisors aiming to optimize their workflow and achieve greater impact.
Watch on YouTube: https://www.youtube.com/watch?v=AiPv83354Yw
