Hiring an assistant is known to make one of the biggest impacts in an Advisor’s practice but it’s usually one of the most difficult decisions to make.
Most advisors think of the most cost effective and easiest way to proceed with this decision for two major reason: cost and training!
If you have an assistant, you probably know what I’m talking about and you’d say you’ve learned some lessons on how you’ve executed on this one.
If you don’t have an assistant, you’ve likely heard the growing pains or intuitively you sense that’s it’s not exactly easy and naturally you resist on pulling the trigger.
In this vlog, I focus on the key considerations to think about before moving forward on this important decision. If you’re considering hiring an assistant for the first time or replacing an assistant, this could be just want you need to help make the right decision for you.