How Do You Know When It’s Time To…? with Kim Butler – Episode 297

Janet Sims and Kim Butler discuss a myriad of questions advisor’s typically have concerns about so we asked the question ”How do you know when it’s time to (fill in the blank)?”

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Show Notes

  • How Kim’s love for learning has shaped her approach as an advisor
  • The importance of constant growth and education
  • Use of social media by advisors and the difficulty some face in adapting to it
  • The role of a Fractional CMO and how it can help in marketing efforts
  • How do you know when it’s time to better serve your existing clients?
  • Tendency of advisors to prioritize new sales over serving existing clients and emphasizes the need for change in this regard
  • How do you know it’s time to hire a virtual assistant?
  • The importance of getting virtual assistant help early
  • Step-by-step process of hiring and training a virtual assistant
  • How do you know when it’s time to ask for help on a case?
  • The importance of joint work and collaboration in success for advisors

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