Sign up to save your podcasts
Or
Share 070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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
105105 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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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!
More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners
View all
Notes on the Week Ahead
193 Listeners
The Meb Faber Show - Better Investing
929 Listeners
Capital Ideas Podcast
273 Listeners
Stay Wealthy Retirement Podcast
548 Listeners
Animal Spirits Podcast
2,003 Listeners
The Perfect RIA
457 Listeners
Small Business Tax Savings Podcast
247 Listeners
The Compound and Friends
2,046 Listeners
The Long View
850 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
227 Listeners
Barron's Advisor
104 Listeners
Ask The Compound
297 Listeners
Retirement Tax Services Podcast
118 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
42 Listeners
The Morgan Housel Podcast
999 Listeners