Depending on the size and complexity of your practice, you will have to figure out the balance of being an adviser and being a manager. You are an owner working for a living that requires one person or many people’s support. You created your business and its office to create control over your personal income. You are a investment technician suffering from entrepreneurial overload.

Then there is the pressure of increasing regulatory oversight that will impact your time and revenue growth. Managing your relationship with your broker-dealer or custodian can add stress. There’s bookkeeping, paying the bills, computers, software programs, all before you do what you love to do. Unfortunately, this is the harsh reality.

Michael Gerber wrote the book; The E-Myth and The E-Myth Revisited many years ago that addresses a lot of the issues of this challenge. It’s not only answered by delegation, it’s complicated.

The answer that addresses everything is growing your practice, while maintaining systems and processes that allows you to do what you do best.

If you want to grow your business by 15% a year, 30% a year, double your revenue, triple your revenue, how do you do it?

FINSERV is a consulting business that works with you on an agreed upon timeline to help you look at your entire business, your interaction with your clients, your back office operations, your branding, your website and anything that helps build your brand in your target market.