What You'll Learn In Today's Episode:

  • How Christine grew her team from one assistant to six.
  • Why growing a team helped Christine move closer toward her growth goals.
  • That you need to understand what tasks can be delegated so you can focus on your highest and best use.
  • How you can start to establish credibility with your team by bringing them into client meetings.
  • Use a checklist to create a quantifiable understanding of what you do.

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today’s episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same.

Resources In Today's Episode:

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