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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?
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available