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Ep 323: Sustaining A $5B Advisory Firm To The Third Generation Of Leaders With Yonhee Choi Gordon

Financial Advisor Success

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Is There a Retention Process?

I'm struck by this that you had also noted as you were talking through some of the partners in the executive team who've all been there for 20 plus years. So what's the hiring process that's evolved to be able to get people who are a good fit and stay that long? I think overall it's managing expectations. We spent a lot of time up front years ago, I mean, over 25 years ago when I was given the task to hire and interview candidates. And they kind of were it as a badge of honor that they made it through that interview process.

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