December 2012
Beginner
400 pages
10h 7m
English
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7. Making Your Most Important Hire
“Recognize the skills and traits you don’t possess, and hire people who have them.”
—Howard Schultz, Chairman, Starbucks
Now that you’ve articulated your values, defined your financial objectives, and chosen a strategy to achieve them, your next step as Wealth Strategist is to make a key hire. You need to select a Financial Administrator.
A Financial Administrator (FA) is the practitioner that every Wealth Strategist should have as a partner in the integration and execution of an integrated wealth management strategy. Although the FA is an individual, he or she is usually affiliated with a financial company and, by extension, the financial industry. The company could be a small component of a large financial ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.