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

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips

The Efficient Advisor: Tactical Business Advice for Financial Planners