Ep 343: The Evolution Of Super-OSJ Platforms To Support Independent Advisors With Rita Robbins
Financial Advisor Success
How to Hire an Outside CPA
Rita Mehta: I've never particularly thought of it that way just from the business sense like, well, all right, you know, we can do this externally because it's a little cheaper. But then at some point, maybe it's big enough that we bring the position in and we can pair it with some other responsibilities and write a job description. And he was just like, no, no,no, this is, this is just a checks and balances thing for your business. Like just have someone outside do it. She says she had advisors say to me, Rita, should I be stashing cash under the bad? "I mean, just think about this,"
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