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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

The Three Types of Advisors You End Up Working With Most

Some advisors get 30 to 40 clients in after two, three, four years and just run, run face first into either a streamlining wall because they were just doing work for clients. Or you get the advisor who maybe is a little wired that way. Like I do know some advisors out there who just their brains think in terms of systems and process. They're actually pretty good at creating their own systems and process,. So like they get further down the road, but at some point they still whack into a wall.

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