
Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate With Charesse Spiller
Financial Advisor Success
How to Maximize Your Engagements
It typically takes about three to four months. So we do two hour intensive and it's like just very straightforward, prospecting on boarding the review meeting process. And then master your map is we're actually figuring out the workflow mapping,. Like how long does it take to get through that? It just depends if people need more support after that. The ones that then want like the full on tech setup and training, you know, all in, you may be looking at a 30 to $60,000 engagement for six to 12 months.
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