Episode 97. No team = No growth

Jan 5, 2024

In this episode, we discuss the critical role of team building in scaling a financial advisory business. Sten shares his journey and the transformative impact of hiring key roles like a relationship manager, paraplanner, and junior advisor to delegate tasks and concentrate on client value and business growth. 

We explore the mindset shift needed for advisors to embrace hiring, the progression of learning business management, and the importance of cultural fit and setting clear expectations. 

The episode emphasizes advisors’ need to recognize their strengths, build a supportive team, and work within their superpowers for sustained success and scalability.

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Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
https://calendly.com/andytraub/htc-live

 

 

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