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Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Financial Advisor Success

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How Meister Task Mind and Meister Work Together

There's not integration into it, but there's not too much that goes from the MyMap where we store information to Meister task where we communicate with clients. I think sometimes I get caught in I want things to be automated as possible and make it as smooth to. But when you think about it, if we have a team of two advisors and 80 clients that's 40 clients per person,. It might not be perfect, but it doesn't get the job done too.

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