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Beyond Solopreneur: When and How to Add an Associate Advisor
Learn how to recognize the right time to make your first hire and confidently transition from solo advisor to team leader. In this session, you’ll discover proven strategies for building, training, and scaling a team of sub-advisors—without losing control of your business or brand.
Join industry leaders as they share real-world insights on creating a strong, sustainable team that supports your long-term growth.
Presenters

Jamey Kline
Presenter

Stephanie Ellis
Presenter
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