You have built a robust team of professionals. Your business is no longer just you, but rather the collective efforts of many. In this stage of your business development, you are spending more and more time in the executive role. Your job as a Financial Advisor must be carefully balanced with your role as the CEO. As CEO, you realize that clients are no longer interacting with only you, but they are have multiple touch points within your practice. You are not just building a book – you are building a brand and an asset.