Episode 121. Advisor Stories: The fear of Who Not How, loving insurance and selling planning (James Graham)

May 8, 2024

Co-host Andy Traub sits down with advisor James Graham for this Advisor Stories episode.

James shares his journey of nearly a decade in the industry, focusing on the significance of team structure and specialization in financial planning.

He discusses his approach to delegating tasks, allowing him to concentrate on client interactions and strategic business planning.

James highlights the challenges of balancing personal involvement with the necessity of trusting his team to handle responsibilities.

Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Fill out the Advisor application form here, or go to www.StenMorgan.com/apply. 

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

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