
Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
Colby Exercises - How Do You Find Good Team Members?
The biggest topic of discussion that comes up when I'm talking to other advisors is how do we find and bring on good team members? And so finding good help has really been a struggle for me. So in talking to a few other advisors who have had successful new team members come in, a lot of them mentioned the Colby test. This one came up highly recommended by a few different people because it's not a true personality test. We altered everybody's role a little bit and made sure that we focused on what their strengths were.
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