The Perfect RIA

BS Business Advice About Building Teams


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In this episode, Jamie discusses the intensity surrounding the work her office does nature of work and how her team has fully embraced it. She emphasizes the critical importance of having a team that is highly motivated and passionate. Jamie also provides invaluable insights on effectively managing non-team players and the challenges of hiring and onboarding new team members. She firmly stresses the need to empower non-team players and establish a comprehensive onboarding process to ensure the team operates at maximum efficiency.

BS Business Advice About Building Teams Resources:  -  Job Offers - Adding To Your Team - Hiring And Interviewing

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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