Financial Advisor Success Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui
18 snips
Nov 18, 2025 Katie Calagui, a people and talent consultant with a rich background in financial planning, discusses the intricacies of building thriving teams in advisory firms. She highlights the importance of a supportive culture where advisors are held accountable for nurturing talent. Katie emphasizes the need for structured coaching and development, as well as metrics to measure success, such as client retention and team engagement. She also warns against relying too heavily on AI for training, advocating instead for meaningful mentorship to build the next generation of advisors.
AI Snips
Chapters
Transcript
Episode notes
Growth Happens Through People
- Advisory firms grow through people, not products, so people strategy must match growth ambitions.
- Employee experience historically lags client experience and needs intentional investment.
From Family Firm To Talent Director
- Katie left her father's boutique RIA to join a firm building a formal talent department focused on recruiting from universities.
- That role became her entry into designing structured talent pipelines for advisory firms.
What A Real Executive Team Looks Like
- Real executive teams operate collaboratively and are not founder-controlled command-and-control structures.
- Empowered, experienced department leaders with autonomy enable faster, sustainable growth.