By the time your practice reaches the million dollar level, complexity starts to creep in. No longer a mom-and-pop shop, you start experiencing “big company” issues that can either derail your practice, or, if you jump your practice to the level of a business, start it on a new growth curve.

Ideally, to move your million dollar practice to the multi-million dollar business level, you need to move from being a planner to being a CEO. Unless you decide to hire a CEO—which is a viable option—you need to move into that role and backfill your planner role with talented specialists.

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