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

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner