Financial Advisor Success cover image

Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen 

Financial Advisor Success

00:00

What's the Rest of the Staffing Structure?

There's still one adviser who's the relationship lead bease, tot of fair characterization. We've got five or six client service representatives, we call em account managers. And then we obviously have the attorneys and anda c pe. So what does the rest of the staff structure look like like? I'm just struck, you you think you had said 30 team over all,. There's half a dozen there c pes and attorneys, and eight that are lead advisers and a few more that are para planners.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app