Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business:

• Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships.
• Building the right internal team by hiring specialists to handle compliance, HR, finance, and other business functions so you can focus on advising.

He also discusses:

• How to evaluate your daily tasks and identify what to delegate.
• The importance of viewing new hires as investments, not expenses.
• Why focusing on your strengths as an advisor leads to greater profitability and business growth.
• How surrounding yourself with the right people allows you to stay in the CEO role - without the daily headaches.

If you’re an advisor struggling with the balance between business ownership and client service, this episode offers the clarity you need to take action.

Have a question for Frank? Reach out at [email protected], DM him on Instagram (@FrankLaRosaElite), or connect on LinkedIn https://www.linkedin.com/in/eliteceo-franklarosa/

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