The Efficient Advisor: Tactical Business Advice for Financial Planners
167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
<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
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈
Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳
In this episode, Alanah explains how to build a dream team by:
Examining your hiring process
Creating a culture that balances work and life
Embracing modernization and fostering flexibility
Integrating new employees with a transparent onboarding process
If you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀
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LINKS FROM THIS EPISODE
Connect with Alanah on LinkedIn here
Visit Alanah’s website here
Episodes Mentioned:
#85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah Philips
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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