Co-host Andy Traub sits down with advisor James Graham for this Advisor Stories episode.
James shares his journey of nearly a decade in the industry, focusing on the significance of team structure and specialization in financial planning.
He discusses his approach to delegating tasks, allowing him to concentrate on client interactions and strategic business planning.
James highlights the challenges of balancing personal involvement with the necessity of trusting his team to handle responsibilities.
Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Go to StenMorgan.com/apply.
The Elite Financial Advisor Podcast With Sten Morgan