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Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller

Financial Advisor Success

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The Betty Problem

The old saying of what got you here won't get you there. Yet it reminds me, I used to call this the Betty problem. So a advisor I knew a long time ago, like his name was John. He built the advisory firm with a couple of partners. They were coming up on on $2 million of revenue and 11 or 12 staff members. And their operations manager was this woman named Betty who'd been at the firm for like 20 years.

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