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?
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.