Kitces & Carl Ep 111: Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To)
Nerd's Eye View
MAY 4, 2023
One of the biggest challenges faced by solo financial advisory firm owners as their firms grow and encounter capacity issues is deciding whether (and when) to hire an employee. While hiring staff members can offer a helpful lift in reducing capacity constraints for the firm owner, it also comes with its own burdens such as managing, training, and supervising employees, which many firm owners may have never considered when first launching their firms.
Let's personalize your content