The Efficient Advisor: Tactical Business Advice for Financial Planners
108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
You need a team to scale. But, where do you find good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your business? Today I have guest Claire Myers Vitale, a head hunter who specializes in helping financial advisors build out their firms from executive assistant to fully licensed directors of operations. Claire works exclusive in the financial planning world and is the perfect person to talk to about what it takes to find a good hire in 2023.
In today’s episode we dive into:
What are ideal candidates looking for in a job and benefits these days?
How to write a job description that actually draws in the right people?
Why a head hunter is waaaayyyy better than hoping people come to you!
How upward mobility in a small business is really important for attracting talent.
Some shocking facts about what your current employees might be considering this year.
And, when to start the hiring process.
Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire.
Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!?
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LINKS FROM THIS EPISODE:
Learn more about Claire's offerings HERE
Connect with Claire on LinkedIn Here
Check out the compensation study Claire mentioned here
Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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