Top Advisor Podcast

#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry


Listen Later

What does it mean to truly scale your advisory team without sacrificing quality or culture?

In this episode, Referral Coach Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent.

Discover the innovative approaches Steve uses to overcome the biggest hurdles financial advisors face in recruiting the right people.

From leveraging technology to crafting a compelling value proposition, Steve shares his unique insights gained from 16 years of hiring and managing financial professionals.

Steve discusses: 

  • (05:22) How mission-driven recruitment aligns with long-term business goals
  • (08:55) Overcoming the abundance of data in recruitment with strategic filtering
  • (09:25) Recruiting overload in the tech era
  • (11:24) The significance of breaking down roles within firms for effective scaling
  • (18:00) Leveraging firm values in recruitment
  • (24:28) Quantifying aspirations in hiring to recruit top talent
  • (26:30) The 3 different types of talent: potential, emerging, and proven
  • (34:21) Cost of hiring delays revealed
  • (36:45) The benefits and challenges of automated applicant systems
  • …And more!
  • Packed with practical advice and proven strategies, this episode is a must-listen for financial advisors looking to grow with the right people in the right roles. 

    Sponsors:

    • SHOW SPONSOR: ProudMouth
    • EPISODE SPONSOR: IronClad Family  |  Holistic Advisor Guide
    • EPISODE SPONSOR: Harbor Capital Advisors  |  LinkedIn: Harbor Capital Advisors
    • Connect With Steve Perry:

      • The Well Recruiting Solutions
      • LinkedIn: The Well Recruiting Solutions
      • LinkedIn: Steve Perry
      • Cates Resources: 

        • RapidFire Referrals
        • Get a copy of “The Language of Referrals”
        • Get a copy of “Radical Relevance”
        • Connect With Bill Cates:

          • Referral Coach Homepage
          • Hire Bill for Coaching
          • Enroll in The Cates Academy
          • About Steve Perry:

            Steve Perry, Founder and CEO of The Well Recruiting Solutions, brings over 17 years of leadership experience in the Fortune 100 sector. Known for his ability to drive team growth and operational excellence, Steve has consistently exceeded benchmarks in recruitment, retention, and performance. His career is marked by a dedication to innovation, team development, and creating scalable solutions for businesses.

            Steve’s expertise includes interviewing thousands of candidates, hiring hundreds, and leading large teams to achieve record-breaking success. His strategic approach to recruiting and team building has helped organizations bridge talent gaps and achieve sustainable growth.

            After nearly two decades of corporate leadership, Steve founded The Well Recruiting Solutions as a response to a calling from God. Leaving a seven-figure executive leadership career, he set out to build an innovative, world-class recruiting company that not only delivers exceptional results for its clients but also makes a meaningful impact on the world.

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

            Top Advisor PodcastBy Bill Cates

            • 4.8
            • 4.8
            • 4.8
            • 4.8
            • 4.8

            4.8

            34 ratings


            More shows like Top Advisor Podcast

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

            Notes on the Week Ahead

            192 Listeners

            Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

            Insights Now

            93 Listeners

            Masters in Business by Bloomberg

            Masters in Business

            2,160 Listeners

            We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

            We Study Billionaires - The Investor’s Podcast Network

            3,382 Listeners

            The Meb Faber Show - Better Investing by The Idea Farm

            The Meb Faber Show - Better Investing

            927 Listeners

            Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

            Invest Like the Best with Patrick O'Shaughnessy

            2,286 Listeners

            Capital Ideas Podcast by Capital Group

            Capital Ideas Podcast

            275 Listeners

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

            The Perfect RIA

            456 Listeners

            The Long View by Morningstar

            The Long View

            885 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

            240 Listeners

            WashingtonWise by Charles Schwab

            WashingtonWise

            443 Listeners

            Barron's Streetwise by Barron's

            Barron's Streetwise

            1,550 Listeners

            Barron's Advisor by Barron's Advisor

            Barron's Advisor

            108 Listeners

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

            The Efficient Advisor: Tactical Business Advice for Financial Planners

            124 Listeners

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

            Facts vs Feelings with Ryan Detrick & Sonu Varghese

            46 Listeners