How should I deal with my advisors?


In this video clip, Reese Harper and Ryan Isaac talk about finding the right advisor for each specialty at your practice—accounting, marketing, legal, financial planning, etc. And they explain why having more than one coach per specialty can lead to confusion.


Get Our Latest Content

Sign-up to receive email notifications when we publish new articles, podcasts, courses, eGuides, and videos in our education library.

Subscribe Now
Related Resources

Expecting The Unexpected

By Jake Elm, CFP® , Financial Advisor

This past weekend I had a few experiences that didn’t quite go as planned. First, I went on a short...