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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Feb 19, 2019

Andrea Schlapia is the founder of Ironstone, a practice management coaching and consulting firm for financial advisors who are struggling with the business execution challenges of transitioning from a practice to a business. Building upon her own experience as a financial advisor and a practice management consultant, Andrea has developed what she calls the “fundamental four” pillars of practice management, as well as tools and strategies to support each one.

In this episode, she shares her fundamental four framework and where most advisory firms struggle within those key elements of running a successful business. Listen in to learn how often Andrea advises firms to take development days to work solely on the business, why she says it’s so important to be ultra-selective when hiring and developing your team, and her specific process for assessing prospective hires and training staff to ensure her team stays as strong as possible.

For show notes and more visit: https://www.kitces.com/112 

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