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We hear all the time that balanced growth is often achieved when you’re able to start bringing on new team members and delegating tasks effectively. The problem, however, is that it’s so much easier said than done.
Today’s guest is Michael Shanahan, CFP®, AIF®, co-founder and managing partner of Overland & Shanahan Wealth Advisors. He’s won numerous industry awards throughout his career while enjoying his time away from the office with golf, food and wine. More importantly, Michael has been able to grow the company through hiring and acquisitions.
The process hasn’t been easy though and he’s learned some lessons along the way that we’ll discuss during this conversation. If you’re in a position where you know you need to do a better job growing your team and delegation, this should be an insightful episode.
Join us today as we discuss these things:
Why he credits his success and scaling to delegation and acquisitions. (3:58)
Some of the pitfalls he found when trying to acquire other businesses. (5:58)
The processes did he found to be most beneficial when scaling. (8:30)
How does he define balance? (11:01)
Does the financial industry carry any of the blame for the lack of balance? (15:47)
Ideas and creative ways to build your team most effectively. (18:45)
When and where does he typically work on the business? (25:44)
Resources:
Learn more about our guest: https://overlandshanahan.com/michael-d-shanahan/
Email: travis@travisparry.com
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