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Is founder dependence hurting your financial planning business?

Does anyone know your financial planning business as well as you do?

Probably not.

Is that a good thing?

Well, it depends.

Your firm needs to be able to run without you. Otherwise, it will always be reliant on you … which isn’t a good thing when it’s time for you to leave. What’s more, any potential buyers will see it as a huge red flag.

So how do you avoid the trap of building a business that’s too dependent on your vision, ideas and drive?

You need to remove yourself as much as possible from day-to-day tasks. That means:

* Hiring the right people

* Delegating wherever you can

* Outsourcing

* Creating processes and systems that are easily scaled

Remember, one day you will exit the business. And while that might not happen for a good 10 or 20 years, the day will inevitably come. So start planning for it now.

Contact me at to find out how my custom training can help you solve your biggest problems.

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