Integrator Woman

You Built the Business. So Why Are You Still Managing Everything?

As an entrepreneur, you know how to do it all—because for a while, you had to. In the early days, you were the business: sales, marketing, operations, finance, HR, even janitor. You wore every hat and solved every problem.

That mindset is what got you where you are today. But it may also be what’s holding you back.

I see this play out most clearly when it comes to managing personal wealth. Many successful entrepreneurs have achieved significant financial success but are still trying to manage everything themselves. Not just the business, but their financial life too.

They’ve stopped being the Visionary. They’ve become the Integrator again.

What Is the Integrator, and Why Does it Matter?

If you’re familiar with EOS (the Entrepreneurial Operating System), you know the power of pairing a Visionary with an Integrator. The Visionary is the big-picture thinker—often the founder, the idea generator. The Integrator is the one who turns that vision into reality by coordinating people, solving problems, and keeping the engine running.

In a growing company, having someone in each of those roles is essential. And, when it comes to your personal wealth, the same logic applies. If you’re the one trying to manage your accountant, coordinate with your attorneys, check in with your financial advisor, and ensure everything works together to serve you—you’ve slipped back into the Integrator seat.

The Limits of “Fix it” Thinking

The instinct to stay in control—what I call “control for results”—runs deep. I learned that lesson not just in business, but in a much more personal way. Years ago, I found myself sitting in a therapist’s office, frustrated that my efforts to “fix my marriage” weren’t working. I was doing everything I knew how to do: analyzing, acting, adjusting. The therapist stopped me with a metaphor I’ll never forget:

“If you’re growing a strawberry plant and it isn’t producing fruit, you don’t stomp around demanding that it grow. You give it sun, water, care—and then you let it grow in its own time.”

That image shifted something in me. I realized I had been approaching my relationship the same way I would troubleshoot a business process—expecting immediate, measurable results. Over time, and only by stepping back and creating space rather than forcing solutions, things began to improve. My marriage is strong today; my contribution wasn’t that I fixed it, but that I learned when to nurture instead of control.

When Control Becomes a Cost

Just like in a relationship, trying to control every variable in the stock market—or in any part of your personal financial life—rarely delivers the outcome you’re hoping for. You can’t force outcomes through effort alone. And sometimes, your effort to fix can do more harm than good.

Being the Integrator might feel efficient; it’s how you’ve always operated with your money. But there’s a cost:

  • You’re spending time coordinating, not creating
  • You’re reacting to issues instead of leading with strategy
  • You’re introducing risk by operating without a unified plan

You didn’t build your business to spend your time chasing action items and follow-ups. You did it to gain freedom. And freedom doesn’t come from taking on more to manage. It comes from trusting the right people to manage with you.

Let go Without Losing Control

Letting go doesn’t mean checking out. It means stepping into your proper role—Visionary of your financial life—and building the right team to carry the load.

This is where I believe many entrepreneurs get stuck. They know what it looks like to run a business with a leadership team, but they don’t apply the same structure to their personal wealth. Instead, they become the default integrator of their finances.

The good news? You can stop playing that role. There are people wired to take ownership, to organize the chaos, and to run with the vision you set. Just like you needed an Integrator in your business, you need someone to play that role in your financial world.

Your Wealth Deserves an Integrator (Who Isn’t You)

If you’ve built something great, you deserve the freedom to enjoy it. You shouldn’t be stuck in spreadsheets, chasing estate plan updates, or trying to decipher tax law changes. You should have a team that gets it—and gets it done.

And if you already have great professionals? Awesome. Let someone else bring them all together.

You created the vision. You set the goals. Now step out of the weeds and let someone else integrate.

You can start to shift your role with one conversation.  Let’s talk about what that may look like.  Schedule a call with me here.

By Published On: September 29, 2025Categories: Business, Entrepreneur, Financial Planning, Wealth

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.

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