Effective Onboarding for New Team Members

In this episode, Sten answers your questions from the financial advisor community. 

He outlines the growth stages of an advisory practice, detailing his own experience from solo advisor to a larger team, emphasizing delegation and hiring strategies. 

Sten discusses prospecting techniques, the value of solving client problems, and recommends books that shaped his business approach. 

He also shares insights on managing people, the importance of structured onboarding, and the distinction between abdication and delegation. 

Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Fill out the Advisor application form here.