Barrett Ayers from Adhesion Wealth and Clint Sorenson from WealthShield have both focused their businesses on providing outsource support and solutions that help financial advisors scale and do more for their clients while continuing to focus on what matters most when running their business.
In this episode of Power Your Advice, Doug Heikkinen, Barrett & Clint discuss how the game has changed for financial advisors, why their landscape is more complex than ever, and the importance of advisors adopting a CEO mindset in managing their business
- What are the three main challenges financial advisors continue to face
- What is the highest & best use of an advisor’s time
- How to evaluate your business to identify core vs. non-core activities
- What is the best way to talk to your clients about the elements of your business you do decide to outsource
By Doug Heikkinen, Founder, IRIS.xyz