Asian-American/Pacific Islanders Knowledge Circle: Strategies for Overcoming Bandwidth Issues to Truly Scale
Includes a Live Web Event on 12/07/2023 at 1:00 PM (MST)
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.