Have you ever wondered why building a financial advisory firm can create a new kind of overwhelm as you juggle revenue, hiring, and people leadership at the same time. Today we lay out what the “messy middle” looks like and how to shift from producing results yourself to leading a team that produces results with you.

Key topics discussed in this episode:

• The messy middle between top producer and CEO

• Making team development non-negotiable with consistent one-on-ones

• Hiring as the beginning, not the end

• Delegation of tasks versus delegation of client relationships

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About Kristin Burke

Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.

Work with Kristin

If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:

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