{ "media_type": "text", "post_content": "Do any of you who consider yourself primarily investment based, do taxes and p&c insurance? Would it be too much to handle as a sole producer with an assistant or 2?", "post_id": "5b2b37d40bc49d2e01794a33", "reply_count": 3, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Do any of you who consider yourself primarily investment based, do taxes and p&c insurance? Would it be too much to handle as a sole producer with an assistant or 2?

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It’s do-able. i simply setup a referral pipeline with both groups you mentioned and let them handle it. I have my P&C license to be comp’d on it, but will never dive into doing it myself.

We do taxes too. A great referral stream and an extra $100k of income.

We do P&C. I have my licenses and own the agency with my wife. She’s been doing P&C for many yrs. If you have experts doing it, the two businesses can definitely compliment each other. However P&C can be just as complex and complicated at FA, maybe more so. I don’t know that you can be an expert in both areas, but if you hire the right people and everyone specializes in their own thing, it can work well

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