Asian-American/Pacific Islanders Knowledge Circle: Strategies for Overcoming Bandwidth Issues to Truly Scale

5 (1 vote)

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?

Competency Level: Foundational

FPA Competency: Professionalism

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

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.