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

Financial Advisor Success

CHAPTER

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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