The Plannex Podcast

← The Plannex Podcast23. Okt. · 47 Min.

How a CEO and COO Run an Advice Firm Together | Chirine Harb

How a CEO and COO Run an Advice Firm Together | Chirine Harb23. Okt.47 Min.

What happens when you hire someone to run the business, but keep stepping back in?

After Alan Smith’s appearance last month, his COO Chirine Harb joins Adam Carolan to share her perspective on running Capital. She explains how she and Alan learned to challenge one another, clarify who communicates decisions and give each other space to do the work they do best.

They also discuss building client-service teams, making existing processes easier to follow and understanding what is happening when people become stretched. Chirine shares how she assesses new technology and uses business data to test whether an ambition has a workable plan behind it.

A conversation for financial planning firm owners, operations leaders and the people making the business work behind the scenes.

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