Adding people to your team can be daunting, but the benefits of having additional assistance with your business will be worth it if you hire – and train – correctly.
“If advisors are so consumed by clerical administrative tasks and paperwork that they aren’t able to focus on growing their business, they need to consider hiring an assistant,” said Laurie Burkhard, senior business consultant at Securities America
Whether you are focused on finding a successor to your practice or have been fortunate to have experienced growth in clients and assets that exceeds what you want to manage on your own, consider the reasons to add an associate financial professional to your business.
