Ep.122 - Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions Stall or Scale
Автор: Adviser 3.0
Загружено: 2026-01-27
Просмотров: 38
Описание:
In this episode of Adviser 3.0 The Podcast, we are joined by Sasha Wakefield, founder of The Paraplanner Project, for a wide-ranging conversation on growth, leadership, and the changing shape of paraplanning.
Sasha shares how she built an outsourced paraplanning business, why growth quickly exposes leadership gaps, and what happens when you move from being the business to leading a team. She discusses the realities of running a firm without guaranteed recurring income, managing capacity, and building trust within a fully remote team.
The episode also explores the stigma around outsourcing, how advisers are adapting to AI and new technology, and why collaboration between advisers and paraplanners is becoming more important than ever. Sasha reflects on career development, curiosity as a differentiator, and leading a business through major personal change without sacrificing standards or culture.
If you are an adviser, firm owner, or leader navigating growth, delegation, or the future of advice support, this conversation offers practical insight grounded in real experience.
#financialadvice #financialplanning #paraplanning #leadership #businessgrowth #adviser30 #firmowners #outsourcing #remotework #futureofadvice
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