Episode 61

Setting Up Advisors

At some point, your business will reach a point where you can’t figure out what to do by yourself. This could be the first day you open, at the one-year mark, or twenty years on. No matter when the realization hits you, the answer is to bring on advisors who can help you think through – and make better decisions about – various issues facing your firm. In this episode, we discuss what it takes to find trusted advisors and how to work with them successfully.


  • How to know when it’s time to start working with advisors
  • The importance of working with someone you can trust
  • Why advisors should never be sales prospects
  • How advisors are different from employees, friends, and family
  • Recognizing that having advisors doesn’t mean you’ll never have to make tough decisions

Episode Resources
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