The Efficient Advisor: Tactical Business Advice for Financial Planners 167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈
Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳
In this episode, Alanah explains how to build a dream team by:
- Examining your hiring process
- Creating a culture that balances work and life
- Embracing modernization and fostering flexibility
- Integrating new employees with a transparent onboarding process
If you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀
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LINKS FROM THIS EPISODE
Connect with Alanah on LinkedIn here
Visit Alanah’s website here
Episodes Mentioned:
#85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah Philips
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