Becoming An Elite Financial Advisor With Sten Morgan

173 How to think about talent acquisition as a business owner


Listen Later

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
...more
View all episodesView all episodes
Download on the App Store

Becoming An Elite Financial Advisor With Sten MorganBy Sten Morgan

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

91 ratings


More shows like Becoming An Elite Financial Advisor With Sten Morgan

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Money Mondays by Dan Fleyshman

The Money Mondays

458 Listeners