At Breakaway, our advisors work for themselves, not by themselves. This means that while we take care of all the back office details so they can focus on their clients, our advisors are entrepreneurs who get to enjoy the thrill (and sometimes experience the disappointment) of finding their own client base. While the first few months of entrepreneurship can be exciting, they can also be a little daunting and many of our potential advisors ask what they should do to prepare themselves financially and how much money they should save to feel confident on their journey.

As we get into the swing of the new year, it’s easy to get overwhelmed and excited by all the projects and goals that come with a fresh start. If you find yourself bogged down in meetings talking about new ideas, but with very little time to actually execute them, you may want to reexamine your relationship to deep work and distractions.

At Breakaway, our advisors build their own books of business through networking. When a bookkeeper wins and owns their business themselves, we find it engenders, among many things, pride in their work and a special dedication to the client in question.