Becoming An Elite Financial Advisor With Sten Morgan

173 How to think about talent acquisition as a business owner


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Finding the right talent is one of the biggest challenges in the financial advisory industry. In our latest podcast episode, we dive deep into the recruiting process with an expert who transitioned from financial advisor to recruiting specialist.

Here’s what we cover:

  • Challenges in talent acquisition within the financial advisory industry
  • Importance of consistent lead generation for recruiting
  • Building a strong company culture to attract talent
  • Common pitfalls in hiring and the need for a robust candidate pipeline
  • Effective onboarding processes for new hires
  • When to seek external help for recruiting needs


If hiring and retention are top of mind for you, this episode is a must-listen!

Steve Perry socials:

  • Email: [email protected]
  • Website: https://thewell.solutions
  • Free Success Blueprint: https://hirethewell.com
  • LinkedIn: https://linkedin.com/in/realsteveperry
  • Instagram: https://instagram.com/real.steve.perry
  • YouTube: https://youtube.com/@RealStevePerry
  • Facebook: https://facebook.com/real.steve.perry.facebook
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Becoming An Elite Financial Advisor With Sten MorganBy Sten Morgan & Andy Traub

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