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Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

Kitces and Carl - Real Talk for Real Financial Advisors

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How to Delegate Workflows in Financial Planning

Michael Kitsis: I had no skill in training or managing people when I hired my first team member. She grabbed it figured it out then figured out a better way to do it usually because she likes writing things down. Now all of a sudden we started having written systems and procedures about how we do things that got more efficient because she was good at it and I wasn't.

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