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Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Financial Advisor Success

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The Power of Having Two Team Members in a Virtual Meeting

One person is leading the meeting. So they have the agenda, they're kind of guiding where we go. The other person is just helping to implement things or problem solve and do things on the side too. I think that takes a lot of the onus off the client. But by having two of us there and it's 60 minutes, it's really not that long. We're at least setting ourselves up for success for the next meeting, which is the initial recommendations.

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