Advisors - You're Wearing Too Many Hats [Leverage a Virtual Family Office Instead]

December 5, 2023 | By Elite Resource Team

As a financial advisor - you don't win by wearing more hats, you win by bringing more value.

Too many of us have felt pressured to start doing more and more and more in order to stay competitive and win new clients.

Ironically, that's the exact opposite to what we teach advisors to do.

In this video, we explore how to avoid wearing more hats, while at the same time increasing your value to clients.

Want to perform at a high school level? Play every sport you can sign up for.

Want to perform at a college level? Play a few sports.

Want to perform as a top professional? Do what you are best at and leverage a team of other experts to do what they are best at.