Retirement Tax Services Podcast Your team is a cheat code for success: What are you doing about it? With Amy Kizer
Apr 21, 2025
Join Amy Kizer from TalentLink Solutions as she shares her expertise in recruiting and team management for financial advisors. Discover tips on navigating hiring challenges in today’s tight labor market and learn how to build strong teams to enhance client service. Amy reveals the importance of clear communication and understanding role expectations, along with strategies for effective onboarding. Don’t miss her insightful resource for advisors looking to expand their teams and boost operational success!
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Correct Employee Classification Matters
- Always seek professional help to correctly classify workers as 1099 contractors or W-2 employees.
- Misclassification risks legal issues; be educated and avoid guessing to safeguard your business.
Talent Abyss Requires Proactive Recruiting
- The financial services industry is in a "talent abyss" with extremely low unemployment.
- Proactive recruiting and networking are essential for finding experienced talent, not just posting job ads.
Recruiting Is a Crucial Investment
- Steven Jarvis experienced sticker shock hiring through recruiters but then realized hiring is a vital business investment.
- He compares recruiting costs to paying upfront tax costs for long-term benefits in client service.