This is the single largest problem for any new advisor, whose expected role includes ‘business development.’ If you’re hired on as a second advisor at an RIA, or as a paraplanner, you may be expected to take on work that the current staff cannot handle However, most ‘job opportunities’ have an expectation of business development (it’s embedded in the history of our industry, so it’s hard for many practices to ‘let go.’)
Listen on as Daniel and Forrest share their valuable lessons learned, what’s worked and what didn’t, and ways to think about this for your financial planning career!