Complete Advisor

Office Management 101

What does it take to truly be a successful advisor? You need an effectively run office so you can focus on clients. In this episode, we are joined by Michelle Earp, VP of Operations at a successful financial firm, and we break down what it takes to support an advisor and put the firm in the best opportunity for success.

Key takeaways:

– Michelle’s tips on weekly scheduling for maximizing efficiency,
– The importance of focus days and the fallacy of multitasking,
– Why details are critical for the success of the practice.

Take a listen and get your practice on the right track!

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