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41. What's the Ideal Planning Team?
If you want a successful planning business, you must have these five spots filled.
- Lead advisor
- Secondary advisor
- Admin/customer support
- Director of planning
- Director of operations
After you build out those positions, you can add more. How do these positions complement each other and work together to help you build a thriving planning practice? We explain that in today's episode.
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By Sten Morgan & Andy Traub
4.8
9191 ratings
If you want a successful planning business, you must have these five spots filled.
- Lead advisor
- Secondary advisor
- Admin/customer support
- Director of planning
- Director of operations
After you build out those positions, you can add more. How do these positions complement each other and work together to help you build a thriving planning practice? We explain that in today's episode.
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