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070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST. But, it's so freaking hard sometimes!
In today's episode Libby dives into:
- an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing roles
- strategies for helping your team see growth potential for their careers at your firm (even if it's super small)
- how to identify the right tasks to delegate to build out a role and increase the scale of your business
- and what to look for in a Director of Operations
Libby combines listener questions about hiring and staff with a practical tactical exercise you can do to help you step out of that Advisor-Doing-It-All Role and into that of a CEO.
----------------------------------------------------
LINKS FROM THIS EPISODE:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
View all episodes
By Libby Greiwe
4.9
113113 ratings
You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST. But, it's so freaking hard sometimes!
In today's episode Libby dives into:
- an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing roles
- strategies for helping your team see growth potential for their careers at your firm (even if it's super small)
- how to identify the right tasks to delegate to build out a role and increase the scale of your business
- and what to look for in a Director of Operations
Libby combines listener questions about hiring and staff with a practical tactical exercise you can do to help you step out of that Advisor-Doing-It-All Role and into that of a CEO.
----------------------------------------------------
LINKS FROM THIS EPISODE:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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