30+ Ways RIAs Sabotage Their Firms’ Growth
Could you be sabotaging your business growth? I see it happen all the time: the good intentions of financial advisors gone awry. Advisors envision operating a profitable business, serving great clients the "right way" and living an exceptional life doing what they love. Many advisors expect, rightfully, that as they gain new clients, business growth will make it possible to hire help, build a wonderful website, create a great team, and do the things they enjoy in an office they're proud to have clients walk into. However, they find that as they grow their firm, frustration and overwhelm set in. Some advisors prefer running a solo practice, learning everything they need to do for business growth, doing everything themselves, and never