If you haven't taken steps to add an advisor to your team, it may seem like a daunting task to take on. On today's What Works Wednesday, Matthew Jarvis is joined by Cleveland advisor Matthew Daugherty from The Balanced Wealth Group to discuss how he has helped and mentored advisors within his own firm. He'll share his experience and recommendations for making this transition and the importance of looking at why you want to consider bringing on a new advisor.
Listen in as Matthew Daugherty discusses the steps that he takes, from bringing on a new team member to the ongoing process that he takes to help his team and his clients with a transition.
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The Perfect RIA