If you are growing a team… today’s episode is right up your alley. I don’t care if you’re a solo advisor just adding support staff, a 2-person advisory team wanting to expand to just 4, or if you’re like my guest today… wanting to grow to a 400-advisor wide firm… this episode is full of amazing nuggets for any advisor in any team structure.
In today’s episode my guest Jeremy Straub, touches on systems and processes, culture, and intentionality. He lays out for us exactly what it takes to grow your team and how to step into that CEO role and starting thinking about your business more strategically and more systematically. And if you listen to the show… you know that that is my jam.
I love when an advisor hits that inflection point and steps into that role. Everything changes. I truly believe that’s when you really create that shift into building a business that you love that serves you, your family, and your desired lifestyle.