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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:
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
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!
4.9
105105 ratings
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:
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
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!
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