Power Moves: Smart Business Planning and Savvy Hiring

In this recap episode, Amber shares highlights on crucial aspects of running a successful financial advisory practice and insights on hiring and retaining top talent. On Monday, Matt and Micah emphasized that delivering massive value doesn't happen by chance. They advocated for dedicated business planning sessions that involve four key areas: analyzing current performance with accurate data, setting short and long-term goals, aligning these goals with your ideal life vision, and establishing measurable action steps. On Thursday, Jamie offered a fresh perspective on hiring in today's competitive job market. She suggested creating a thorough hiring process to identify candidates truly invested in a career change rather than just seeking a job. Jamie provided valuable information on the roles she's consistently hiring for and shared insights on compensation ranges for various positions, from entry-level to senior roles. Resources in today's episode: - Episode Website - A Failure to Plan is a Plan to Fail [Episode 281] - What Are We Paying Employees?

Om Podcasten

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.