In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building capacity. She works closely with teams to streamline processes and custodian relationships.

By reallocating team members' time based on their strengths, Tammy helps firms increase engagement and productivity. She shares how coaching junior advisors is important for their career progression. Tammy also ensures a smooth transition when she finishes a project by finding a replacement.

This episode provides insight into Tammy's fractional COO services and how she helps advisors solve operational problems. You'll learn about the impact she makes unlocking hidden potential in workplaces. If you want to scale your RIA more efficiently, don't miss this look inside Tammy's consulting approach.

 

This week on The Model FA Podcast:

0:00:00 Introduction

0:01:30 Tammy Lee's background and journey to becoming a financial advisor

0:06:30 Starting her consulting business to help other advisors scale their businesses

0:11:03 How Tammy helps firms as an operations expert

0:13:29 Common problems Tammy encounters in firms

0:15:35 Empowering advisors and CEOs through coaching

0:17:30 Unlocking hidden potential with Adam Grant's book

0:19:58 Transitioning out of firms to help more people

0:21:34 Book recommendation: Hidden Potential by Adam Grant

0:23:06 Ensuring a smooth transition when leaving firms

0:26:02 Importance of coaching and developing junior advisors 

0:28:45 Goal of helping as many firms as possible

 

Connect with Tammy:

 

• Website: https://www.riasie.com/

• LinkedIn: https://www.linkedin.com/in/tammy-lee-cfp%C2%AE-27b4432/

• Email: [email protected]

About the Model FA Podcast

 

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

 

Our Team:

President of Model FA, David DeCelle

 

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