Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work.

In this episode, you’ll learn:

Why hiring a person before defining the role often leads to burnout, confusion, and poor performance
How to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilities
The difference between stewarding people and stewarding results—and how great leaders balance both
Why more help isn’t always the answer, and when clarity and systems matter more than another hire
How defining roles creates better onboarding, stronger accountability, and clearer growth paths for your team

Hiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.

Learn more about Claire’s hiring process HERE!

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!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

337: Hiring in 2026? My Best Advice & The Most Common Mistake I See

The Efficient Advisor: Tactical Business Advice for Financial Planners