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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

CHAPTER

How to Streamline and Automate Your Business

The only asterisk to that is for some advisors who just happen to be really like their brains are wired for systems. Those folks manage to skip the first hire and they go straight to the associate advisor because they don't need to hand off as many tasky things due to being good at automating them in the first place. I'm actually a fan of one-minute manager by Kenneth Blanchard if you do want to start with something in the direction of management. Michael Gerber's e-myth does a good job of helping people think through that difference between there are people who just love doing a thing and they're great at a thing and there are people wanting to build a

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