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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 Delegate a 12 Step Onboarding Process

Once you've gone through the onboarding process, it's easier to delegate. But as an advisor at some point, you still shouldn't be doing the 20 minute thing either. So deciding if you want someone who can give planning advice on the team in addition to you? Are you okay with being the only person that gives advice? Or are you just looking for someone who isn't licensed to give advice, but they can help you with all of the other things that you do in your business?"

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