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Adam Wolf

Jun 9, 2026

3:14
So Adam, I'd love to start off and just kind of ask a question about what was the story? What was the situation like before we started working together? What was working in your business? Maybe what wasn't working in your business? And really what I'd love to have you share a little bit is what made you kind of think about this idea of like, should I consider bringing on fractional COO? Like what was the click there that made you want to have a conversation with you and I
3:36
did in the beginning? Sure, sure.
3:37
So I've been doing, you know, retirement planning and tax planning for individuals, gosh, going back now 26 years.
3:45
And so having my own company for the last 12 years, they don't prepare you as an entrepreneur to be extremely organized with processes, procedures, systems.
3:57
Going back about, you know, close to five, four to five years ago is when I should have hired an operational support, a COO.
4:05
But really about two years ago, we got to the point where, you know, we had decent systems.
4:11
We had decent processes.
7:33
Cause I appreciate you're looking at things in all layers, the business, the team, the clients, but then also for you, is there a personal motivation for you in doing this type of work together?

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