October 16, 2024

Building a Strong Team in Financial Services with Helen Clague #2

39 minutes

In this episode of Talk FS, Ryan Venner speaks with Helen Clague, Operations Director of Riverside Financial Consultants, about the importance of teamwork in financial planning. They discuss strategies for building the right team, the significance of fit in recruitment, and the value of career development. Helen shares insights on creating a strong team culture, the challenges of management, and the importance of authenticity and communication in leadership. This conversation provides valuable lessons for current and aspiring managers in the financial services industry.

Key takeaways from this episode include:

Effective teamwork is essential in financial planning.

Recruiting for fit is as important as skills.

Involving the team in the hiring process enhances fit.

Career development should be a priority for managers.

Paraplanning is a valuable career path in financial services.

A strong team culture improves client service.

Communication is crucial for team dynamics.

Authenticity in leadership fosters trust.

Managers should lead by example and be hands-on.

Building long-term relationships with team members is key.

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