How Do You Build a Team That Doesn't Need You?

What it Takes to Move From Support to True Ownership

You can hire support, hand off work, and still find yourself answering questions, reviewing decisions, and getting pulled back into the process.

Join Carmine Corino for a practical conversation with Cornerstone COO Jay Tarno and Service Team Manager Jessica Kote, who have helped build and manage the systems, workflows, and service structure that allow advisors to step out of the day-to-day.

They’ll discuss what has to change for delegation to become real ownership, including clear responsibilities, better handoffs, decision authority, escalation points, and trust.

You’ll hear:

• Why capable support can still leave the advisor as the bottleneck

• What your team needs from you to take greater ownership

• How to decide what your team can handle and what should come back to you

• Real examples of what this looks like in practice

Please complete the form below to register. You will receive an email with the Zoom webinar link. If you do not receive it, please be sure to check your spam folder.