As Built
As Built
Brian Jones and Patience Jones
Setting Up Advisors - Episode 61
13 minutes Posted Mar 20, 2024 at 10:00 am.
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Show notes

At some point, your business will reach a point where you can’t figure out what to do by yourself. This could be the first day you open, at the one-year mark, or twenty years on. No matter when the realization hits you, the answer is to bring on advisors who can help you think through – and make better decisions about – various issues facing your firm. In this episode, we discuss what it takes to find trusted advisors and how to work with them successfully. 

 

Highlights

  • How to know when it’s time to start working with advisors 
  • The importance of working with someone you can trust 
  • Why advisors should never be sales prospects 
  • How advisors are different from employees, friends and family 
  • Recognizing that having advisors doesn’t mean you’ll never have to make tough decisions 

Episode Resources

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