The Perfect RIA

You Promised What?!


Listen Later

In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless ideas, with integrators, who keep those ideas on track. Jamie highlights the need for clear communication in job offers and cautions against overpromising, stressing the importance of being intentional about what you can and can't deliver. She also challenges the notion of entitlement in new hires and underscores the significance of earning one's way to ownership. Jamie shares the secrets to finding the right people for your team, those who embrace opportunities and are truly "all in." 

https://bit.ly/460aHIo

 

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

450 ratings


More shows like The Perfect RIA

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Behind The Advisor by XYPN

Behind The Advisor

136 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,004 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,043 Listeners

The Long View by Morningstar

The Long View

849 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

225 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Ask The Compound by The Compound

Ask The Compound

296 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

118 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

114 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

41 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,005 Listeners