In this episode, Jamie tackles the gritty truth of hiring and employee promises. She emphasizes the importance of aligning visionaries, who can generate endless ideas, with integrators, who keep those ideas on track. Jamie highlights the need for clear communication in job offers and cautions against overpromising, stressing the importance of being intentional about what you can and can’t deliver. She also challenges the notion of entitlement in new hires and underscores the significance of earning one’s way to ownership. Jamie shares the secrets to finding the right people for your team, those who embrace opportunities and are truly “all in.”
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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See MoreMatthew will share how to double your success in the four areas of practice success.
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