As a financial advisor, you’re well aware of the high stress and long hours that come with running an independent RIA firm. Each of these pain points can make it difficult to grow your business and focus on serving your clients. Chances are, you’re spending a significant amount of time monitoring your firm’s financials while juggling multiple roles. To free yourself from these shackles that your firm has placed on you, you must take steps toward decentralization. In today’s entry, I’m going to look at why employing a dedicated CFO (full-time or fractional) in your firm can help alleviate some of your stress AND help invigorate positive growth. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (1:35) RIAs Who Use a Dedicated CFO (4:25) Difficult to Raise Fees (5:26) What does a CFO bring to the table? (8:50) The Most Important Thing for […]
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