Tag: leadership
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Hiring More People Won’t Fix Your Growth Problem
For many advisor-led firms, growth challenges seem to have an obvious solution: hire more people. More advisors should mean more production. More support staff should mean better service. More capacity should mean more growth. But in practice, many firms find the opposite happens. Work still feels chaotic, leaders feel stretched thinner, and the business becomes…
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Advisor or Business Owner: Why many successful leaders still struggle to wear both hats.
When asked the question, “Why are you in this business?” you’ll find most successful leaders give an answer that is client focused. It’s a common issue in advisor-led firms across the country. Advisors don’t generally start in this industry to run a business; they start to help people achieve their financial goals. The skills that…
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How to Build a Firm that Runs Without You
Your business was built around you. That makes sense right? It is your business after all. Many advisor-led firms are built around the success of their founder. The early success of the business generally reinforces this belief as clients flock to the firm to work with the advisor. Business processes develop around direct input from…
Wilcox Operational Consultants 