
Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller
Financial Advisor Success
How to Be a Successful Advisor
I feel like we help with transitions. We have firms of all sizes from those who have been in business for 15 months and they're saying hey things are going great. I haven't had time to audit my technology. So it's like can I be more lean before I make this next hire? And then we have our top clients which are the RIA's who are established. They have someone in house that manages their operations but they really don't have a good way to audit the way they are currently doing business.
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