Summary: Many of the advisors we work with at my consulting firm come to us out of frustration that they have built the wrong organizational structure to support their firm. This often becomes a conversation about whether this is the right time to hire a professional manager to help run their business operations, freeing the advisor to spend more time with clients and to develop new client relationships.
 Set your new manager up for success by showing the rest of your staff that you are delegating real responsibility. Then take advantage of having someone in that role by refocusing your efforts on servicing clients and growing the business.”Kelli Cruz, founder, Cruz Consulting Group |
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