The Perfect RIA

Encore Episode: You Didn't Hire Idiots

Dec 12, 2025
Explore the importance of ongoing professional development for financial advisors. Discover how effective training boosts team performance and client communication. Delve into the firm's hiring standards that emphasize integrity and culture. Learn about tailored onboarding systems and the significance of continuous training over one-time sessions. Jamie shares insights on creating actionable training materials and the benefits of peer-led technical walkthroughs. Find out how measuring training success can enhance learning and growth.
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ADVICE

Train With The End In Mind

  • Start every delegation by painting the ending in mind so team members know the expected result.
  • Give detailed instructions and training rather than assuming clarity when you hand off tasks.
ADVICE

Onboard To Purpose, Not Paperwork

  • Build a robust onboarding program that explains your history, why you exist, and core values.
  • Teach new hires the difference between prospects and clients and reinforce firm language and purpose.
INSIGHT

Pods Multiply Client Value

  • A team-based pod structure multiplies client touchpoints beyond the advisor's meetings.
  • Operations and relationship managers deliver continuity while advisors focus on advice.
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