Strategies for Overcoming Bandwidth Issues to Truly Scale

When:  Dec 7, 2023 from 15:00 to 16:00 (ET)

The December Asian-American/Pacific Islanders Knowledge Circle will be held on Thursday, December 7th at 3 pm ET.

Guest speaker Tammy Lee will be presenting, "Strategies for Overcoming Bandwidth Issues to Truly Scale."

One of the biggest issues that advisors struggle with is bandwidth – whether it’s being part of a team or being a solopreneur, there never seems to be enough time to accomplish everything on our to do lists, and with client needs and expectations growing, how do we continue to keep pace?

  • Recognizing our own abilities and goals and where that overlaps and where it diverges
  • Taking the time to really assess what our clients need vs. want
  • Are we playing the long game or short game with our practices?

Tammy Lee is a practicing CFP with US Capital Wealth Advisors while concurrently running RIA Strategic Implementation & Execution (RIASIE), partnering with advisors to scale their practices as a Fractional COO and Implementation Specialist. Tammy's goal is to help advisors build the roadmap they need to make access to quality financial advice and wealth more accessible to everyone.