The Efficient Advisor: Tactical Business Advice for Financial Planners

167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips


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We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈

Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳

In this episode, Alanah explains how to build a dream team by:

  • Examining your hiring process
  • Creating a culture that balances work and life
  • Embracing modernization and fostering flexibility
  • Integrating new employees with a transparent onboarding process

If you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀

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LINKS FROM THIS EPISODE

Connect with Alanah on LinkedIn here
Visit Alanah’s website here

Episodes Mentioned:

#85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah Philips

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

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