The Efficient Advisor: Tactical Business Advice for Financial Planners

108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale


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You need a team to scale. But, where do you find good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your business? Today I have guest Claire Myers Vitale, a head hunter who specializes in helping financial advisors build out their firms from executive assistant to fully licensed directors of operations. Claire works exclusive in the financial planning world and is the perfect person to talk to about what it takes to find a good hire in 2023. 

In today’s episode we dive into:

  1. What are ideal candidates looking for in a job and benefits these days?
  2. How to write a job description that actually draws in the right people?
  3. Why a head hunter is waaaayyyy better than hoping people come to you!
  4. How upward mobility in a small business is really important for attracting talent.
  5. Some shocking facts about what your current employees might be considering this year.
  6. And, when to start the hiring process. 

Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire. 

Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!? 

--------------------------
LINKS FROM THIS EPISODE:

Learn more about Claire's offerings HERE

Connect with Claire on LinkedIn Here

Check out the compensation study Claire mentioned here

Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team

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!

Learn more about the Group Coaching & Mastermind HERE!

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!

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.

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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