Introduction

As a financial advisor, you are in a unique position. You likely started in the business by working for a large company, but you felt like a sole proprietor many days. Whether you stayed with a larger company or eventually left and started your own RIA, the reality of being a business owner never disappears.

Here's the truth: You're a business owner when you're in this business. So, what do business owners do that sole proprietors don't?

In other words, what do you need to do to build a business that has value, that provides excellent service, that is a great place to work, but also doesn't take every minute of your day and your thinking?

How do you move from being an individual to thinking and acting like a business owner? In this episode, we are going to find out.

stenmorgan.com/30

Watch on YouTube