Retirement Tax Services Podcast cover image

Your team is a cheat code for success: What are you doing about it? With Amy Kizer

Retirement Tax Services Podcast

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Building a Strong Advisory Team

This chapter emphasizes the crucial role of hiring team members in financial advisory firms and the misconceptions surrounding software tools as replacements for staff. It encourages advisors to conduct regular SWOT analyses to determine when to expand their teams and outlines the importance of support staff in enhancing client service and firm growth.

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