Elementality for Financial Advisors | Elements Financial Vitals System™

Finding the Right Candidate for Your Firm With Caleb Brown


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As advisory firms grow, successfully attracting and hiring the right talent is essential to unlocking efficiencies and, more importantly, a positive client experience.

Attracting the right candidate starts by defining firm goals and establishing the right responsibilities that contribute to those goals. And only after this can an advisor seek candidates that are not only technically competent but also contribute in ways that enhance the client experience.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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