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Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep everything running smoothly. In this episode, I sit down with Joe Moss, COO of an RIA and financial tech expert, to unpack the key operational strategies every financial advisor needs to optimize their practice.
Joe shares his journey from real estate and staffing to transforming financial advisory operations, how advisors can rethink their tech stacks, and why hiring a COO (or thinking like one) can be a game-changer for firm efficiency. If you’re looking to streamline your business, improve your workflows, and leverage the best technology without distraction, this episode is packed with insights you won’t want to miss!
What You'll Learn in This Episode:
- The biggest operational mistakes advisors make and how to avoid them
- How to build an efficient team structure that supports firm growth
- The must-have tech tools for advisors (and how to stop overcomplicating tech)
- Why advisors struggle with delegation—and how to finally fix it
- The COO mindset: How to think strategically about running your firm
Related: From Marketing to Operations: Unconventional Video Strategies with Katie Braden