As you grow and serve more clients with increasingly complex needs, it’s almost impossible to get everything done and create a successful business on your own. The challenges of our field require us to bring on employees, teammates or partners (sometimes all three) to provide exceptional client service, add capacity and achieve great results.
This might seem obvious, but it can be a tough proposition for financial advisors, many of whom enjoy running their own shows and making their own decisions. These are admirable traits of course — but they’re not traits that always make it easy for others to work with you.
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