
Sign up to save your podcasts
Or


When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go wrong but learning from others' mistakes? If you're considering bringing on a new advisor to your firm, have you thought about how you'll make that transition a positive experience for you, the new advisor, and especially your clients? When you hire a new team member, do you have a plan in place to train them from day one and ensure they continue to grow professionally? Listen in as we recap this week's highlights and action items.
http://bit.ly/3OgsuTO
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
When planning for value adds, do you expect everything to go off without a hitch, or are you taking the time to not only go through where a process could go wrong but learning from others' mistakes? If you're considering bringing on a new advisor to your firm, have you thought about how you'll make that transition a positive experience for you, the new advisor, and especially your clients? When you hire a new team member, do you have a plan in place to train them from day one and ensure they continue to grow professionally? Listen in as we recap this week's highlights and action items.
http://bit.ly/3OgsuTO

521 Listeners

193 Listeners

2,356 Listeners

948 Listeners

284 Listeners

797 Listeners

2,036 Listeners

257 Listeners

2,148 Listeners

932 Listeners

243 Listeners

340 Listeners

125 Listeners

136 Listeners

142 Listeners