Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
00:00
The Importance of Communication in a Business
I think there's a lot of things if I had more bandwidth that I could have done things differently. We also at in the summer were saying like, how can we build some capacity here? So we reached out to nifty advisors and brought on somebody over there who is still with us and works 12 hours a month. Doing what? Operations tasks. At this point, he is the TD slash swap expert and process paperwork. He just really communicates on the investment paperwork and just management of tasks on the custodian platform. You're sitting at about 80 clients. What was the team around you? We had me, Kaylee, a full time associate advisor.
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