The Org Chart Advantage: Planning Your Firm's Future Team

Podcast: Who's Really the BOSS? · Marcus Dillon, Rachel Dillon

Opublikowano: 2025-10-13

Rachel and Marcus reveal how they use organizational charts as a strategic tool for firm growth at Dillon Business Advisors. They walk through their process of identifying bottlenecks, defining roles before hiring, and evolving from a chaotic "spider web" structure to their streamlined team-of-three model. Learn how mapping out future roles, including their new tax advisory service line and CSM assistant positions, helps them scale intentionally while maintaining client service quality and avoiding the trap of reactive hiring. Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More...