If you’re an advisory firm owner trying to propel your business forward, you need competent and compatible staff to support your top advisors now and someday share in their success. In this 100th episode of our Coffee Break with C2P series, host Jason L Smith, CEP®, BPC, Founder & CEO of C2P and JL Smith Holistic Wealth Management, is joined by Rob LaCivita, Chief Operating Officer at JL Smith, and Art Snarzyk, a C2P mentor specializing in hiring and onboarding, to offer their valuable perspectives. Tune in as they share their experiences and strategies for success, highlighting the importance of identifying, training, and retaining skilled staff. Don’t miss out on key insights into fostering a high-performing support team that aligns with your business goals.

Resources

• Discprofile.com - DiSC Profile
• Kolbe.com | Home of the Kolbe A™ Index
• Myers-Briggs Type Indicator® (MBTI®)
• The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team book
• Outliers: The Story of Success book