Managing the growth of a small financial advisory firm is tricky but important as planners face decisions about growing the client roster, adding staff and maintaining work-life balance.  

For Christopher A. Lamia, of Lamia Financial Group in Thousand Oaks, Calif., keeping the size of his firm manageable is an important part of his philosophy. Since his firm is a partnership between himself and a small accounting firm, it includes two full-time CPAs, one part-time CPA and one staff person. But as the firm grows he is faced with decisions about adding additional staff.

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