An advisor’s most important work is defining the firm strategy while offering the best client solutions. To accomplish this, many firms are hiring a chief of staff or director of operations at a high annual salary to get and keep the firm’s “house” in order. This may not be a necessary investment if you can identify a clear vision for your practice, hire the right team, and establish efficient processes and systems.
  • Why using research backed data to understand your current team and future needs is crucial in scaling your practice.
  • What Practice Management really encompasses (hint: it’s not just operational).
  • Knowing when it’s the right time to start thinking about succession planning.
  • Knowing when to bring in a partner to help you implement the contents in your “playbook.”
  • 1632248377-680dd432f6e85aca
    Dennis Mattern
  • 1637080934-5e48741bb79a102b
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
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    Marti McLeish
    Co-Founder, Noble Co.
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    Stephanie Murphy
    Co-Founder, Noble Co.