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Success as a Financial Advisor For Dummies
book

Success as a Financial Advisor For Dummies

by Ivan M. Illan
December 2018
Beginner content levelBeginner
384 pages
9h 53m
English
For Dummies
Content preview from Success as a Financial Advisor For Dummies

Chapter 22

Structuring Your Firm as a Well-Oiled Machine

IN THIS CHAPTER

Bullet Divvying up the workload by department

Bullet Attending to key client development areas

Bullet Lightening the workload with client service associates

Bullet Delegating administrative tasks

After you make the mental and operational transition into functioning as a financial advisory business, you need to step outside of your practitioner role. Take off your financial advisor hat, and put on your business owner hat. The time has come to staff your business and organize it around the core operations of a financial advisory firm — business development, client service, and administration.

As I explain in Chapter 21, lone wolves handle these three critical aspects by themselves. In this chapter, you find out how to assign roles and delegate responsibilities to other team members.

Remember Organizing people, delegating tasks, coordinating activities, and mentoring less experience financial advisors and employees all require a fluency in professional ...

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Publisher Resources

ISBN: 9781119504108Purchase book