Blog
Get AdvisorFIT Podcast Episode Featuring Brian Luper
Olivia and I discuss the current hiring conditions in today’s market and the symptoms of the industry that pull employees away from advisory firms.
Episode 3 – Why Most Advisors Can’t Get Ahead – Put the resume down!
You can tell a lot from someone’s resume as I have detailed in this Hiring Range video below.
Episode 2 – Hiring or High Stakes Gambling. It can be hard to tell
How to handle candidates you are on the fence about
Episode 1 – Don’t “Swipe Right” on the Wrong Hire
How to set up and prepare for video interviews
Roadmap for Lockdown – Use this time to Close the Loop on Projects You’ve Been Wanting to Do
Tip #2 – How do you motivate the right behaviors in your firm? Depending on where you live, you are in your 2nd, 3rd, 4th, etc. week of a “stay at home” order. Here is Louisiana, we are a hot spot with the Covid-19 most likely coming into the state during Mardi...
Roadmap for Lockdown – Use this time to Close the Loop on Projects You’ve Been Wanting to Do
Tip #1 – Get your firm’s job descriptions & accountability chart nailed down. So, as I’ve been speaking with my clients, most of who are on “work from home” orders (me too) and they are finding they have time to work on some outstanding projects. They have had...
Top Reasons Financial Advisors Should Get Help in Hiring
The number one reason we are called to assist Financial Advisors on a retainer basis is they know they either don’t have the right staff or they may have the right staff in the wrong seats. How can you prevent this from happening? Get some help in hiring your staff...
There is never a “good time” to start working with a financial advisory coach
Frequently, I have calls with advisors and they say “I really want to get started on making some changes” and they “really want to do it now” but gosh, there are just do many other things they need to do first. If I had a nickel for every time I’ve heard this…well,...
10 Ways Financial Advisors Can Ensure Their Strategic Plan Gets Implemented!
Implementation is the hard part! You pulled your team together, you researched, you brainstormed ideas, you did a SWOT analysis and now you have your shiny strategic plan. You’ve done the hard part, right? Wrong! The hard part is just beginning. ...