Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of? – Go Health Pro
As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless ‘treadmill’ of constant sales, allowing them to invest in growth by hiring … Read more