The Perfect RIA Culture and Communication With Jacqueline Benjamin Hatherley [Episode 336]
Nov 24, 2025
Jacqueline Benjamin Hatherley, a seasoned operations and people-management expert with over 25 years in wealth management, joins the discussion to delve into enhancing team culture and communication in small businesses. She emphasizes allowing employees space to thrive and the power of effective one-on-one meetings. The duo explores the importance of understanding different communication styles, using assessments to foster collaboration, and addressing team conflicts to improve retention and productivity. Their insights provide actionable strategies for cultivating a strong workplace culture.
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Make One-On-Ones Person-Centered
- Do schedule regular one-on-one meetings to build rapport and surface issues before they escalate.
- Make these meetings about the person, not just tasks, and ask about career needs and support.
15-Minute Morning Check-In Transformed Productivity
- Matthew gave Colleen 15 minutes each morning to chat and productivity improved dramatically.
- That small ritual became a daily upstream investment in her focus and loyalty.
People Management Is A Continuous Challenge
- Advisors are brilliant at building practices but rarely hired to manage people, so management becomes a recurring challenge.
- Expect cycles of harmony and chaos because teams contain different personalities and communication styles.