The Efficient Advisor: Tactical Business Advice for Financial Planners 337: Hiring in 2026? My Best Advice & The Most Common Mistake I See
Jan 6, 2026
Hiring doesn't have to be overwhelming. Defining roles before hiring is crucial to avoid burnout and confusion. Using an org chart can reveal gaps in responsibility and help align your team with your vision. Great leaders balance focusing on people and results. Clarifying tasks and avoiding scattered responsibilities streamlines processes. Planning future hires through current and future org charts can simplify decision-making. This approach transforms the hiring process into a strategic advantage, making your business easier to run.
AI Snips
Chapters
Transcript
Episode notes
Small Team, Big Results
- Libby shared her final team: one full-time licensed director of operations and two part-time admins supporting 285 households.
- She built a seven-figure referral practice while working three days a week with that small team.
Hiring Amplifies Messes Without Systems
- More hires won't fix unclear systems; adding people can amplify a messy process.
- Scale clarity and systems before increasing headcount to avoid bigger problems.
Define Roles Before You Hire
- Define roles before hiring to protect both people and business results.
- Use role clarity to balance stewarding people and stewarding outcomes.