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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

How to Make Your Team Not Be So Fearful of Change

A lot of advisors don't have some like that strategic partner in house. So they will work with us. And it's usually it's six months, you know, at least to go through this full experience where we can strategize and I'm non bias. My job's not on the line. But if someone's job was to schedule meetings the past 15 years, that's really intimidating. That's very, very difficult to navigate.

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