Managing A Team
Means Being A Leader And Learning To Delegate
In this stage, you are no longer a sole practitioner – you are an employer. Whether you have one staff person or several, you must learn to effectively organize, delegate, and communicate job responsibilities to your employees.

What You Should Focus On
Time
Are you letting go of tasks to free up your time?
Staff
Have you filled the roles with the right people?
Growth
Is your practice efficient and scalable?
Continuity
Have you protected your practice from the unknown?
Services For Advisors With Support Staff
Outsourcing
You’ve got a lot on your plate. Your focus should be on the client relationship, not on pulling reports and data entry. Outsourcing your financial planning and client prep allows you to focus your efforts and your internal resources toward other high value tasks while tapping into the experience and skills of a full service advice team.
Training
When it comes to onboarding new team members and teaching them the skills they need to succeed, most advisors don’t have the processes, time, or know-how to successfully train and engage new staff. With two levels of service, we ensure that your new employee is up and running quickly so you can keep your practice running smoothly.