Elementality for Financial Advisors | Elements Financial Vitals System™

When is it Time to Hire Professional Management?


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You're part advisor, part entrepreneur. More clients create more stability, but they can also take up all of your available time, leaving nothing for the business. How long can you sustain your growth without a dedicated business manager? In this episode of Elementality, Reese Harper welcomes Justin Copier, Chief Operating Officer at Dentist Advisors, to talk about the start and evolution of their working relationship. You'll hear Reese explain the triggers that put him on the search for another manager, the skill set he was looking for, and things you might consider before pursuing a similar hire for your own business.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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