Asian-American/Pacific Islanders Knowledge Circle: Strategies for Overcoming Bandwidth Issues to Truly Scale
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One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?
- Recognizing our own abilities and goals and where that overlaps and where it diverges
- Taking the time to really assess what our clients need vs. want
- Are we playing the long game or short game with our practices?
Tammy Lee, CFP®
US Capital Wealth Advisors
Tammy Lee is a practicing CFP with US Capital Wealth Advisors while concurrently running RIA Strategic Implementation & Execution (RIASIE), partnering with advisors to scale their practices as a Fractional COO and Implementation Specialist. Tammy's goal is to help advisors build the roadmap they need to make access to quality
financial advice and wealth more accessible to everyone.
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Asian-American/Pacific Islanders Knowledge Circle: Strategies for Overcoming Bandwidth Issues to Truly Scale
12/07/2023 at 1:00 PM (MST) | 60 minutes
12/07/2023 at 1:00 PM (MST) | 60 minutes
One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?
Course Evaluation
7 Questions
7 Questions
Certificate of Completion
0.0 CFP CE credits | Certificate available
0.0 CFP CE credits | Certificate available