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Kitces and Carl - Real Talk for Real Financial Advisors chevron_right

Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

May 4, 2023
31:53
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1
Introduction
00:00 • 2min
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2
How to Know When It's Time to Hire
01:47 • 5min
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3
The Power of Delegation
06:52 • 2min
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4
How to Scale Your Business and Grow Larger
08:58 • 5min
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5
How to Set Yourself Up for Success
14:20 • 5min
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6
How to Find a Great Manager
19:08 • 3min
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7
How to Hire the Right People
22:28 • 5min
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8
How to Streamline and Automate Your Business
27:00 • 3min
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9
How to Delegate Workflows in Financial Planning
29:38 • 2min
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In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why.

For full show notes, see kitces.com and thesocietyofadvice.com.

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