Ep 005: The Rise Of The Professionally Managed Financial Advisory Firm With Mark Tibergien
Financial Advisor Success
00:00
The Wall That Breaks Down When You're Approaching Eight Employees
I agree with you it's valuable to document those interactions in a central place from day one but I know what I see for a lot of advisors in practice like CRM or their email outlook or Gmail or whatever they use often becomes that starting point. The minute you introduced to yourself the need to read three people's email just to make sure you know all the correspondence that was happening with your client you hit a wall and business starts breaking down. So we get the CRM wallet two or three and then a process wallet at five so you know our Fibonacci sequence then takes us to eight. What's the what's the wall that we start hitting when we're approaching eight employees? Well
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