Episode 41 – What’s the Ideal Planning Team?
If you want a successful planning business, you must have these five spots filled.
- Lead advisor
- Secondary advisor
- Admin/customer support
- Director of Planning
- Director of operations
After you build out those positions, you can add more. How do these positions complement each other and work together to help you build a thriving planning practice? We explain that in today’s episode.
Past episodes mentioned in this episode:
#20 – You have a Superpower – StenMorgan.com/20
#25 – Advisor Superpowers, Pt. 1 – StenMorgan.com/25
#26 – Advisor Superpowers, Pt. 2 – StenMorgan.com/26