Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

When is it Time to Hire Professional Management?

Jul 28, 2020
27:42

You're part advisor, part entrepreneur. More clients create more stability, but they can also take up all of your available time, leaving nothing for the business. How long can you sustain your growth without a dedicated business manager? In this episode of Elementality, Reese Harper welcomes Justin Copier, Chief Operating Officer at Dentist Advisors, to talk about the start and evolution of their working relationship. You'll hear Reese explain the triggers that put him on the search for another manager, the skill set he was looking for, and things you might consider before pursuing a similar hire for your own business.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode