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

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! 🚀

-----------------------------------

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
School of Podcasting -Launch, Grow, Monetize Your Podcast
You’re don't know where to learn to podcast. Now You do. Click the link.
Listen on: Apple Podcasts Spotify

FranchiseU!
FranchiseU! is for those in, or considering, careers within the world of franchising.
Listen on: Apple Podcasts Spotify

Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Capítulos

1. Hiring and Keeping Great Employees (00:00:00)

2. Embracing Modernization and Breaking Stereotypes (00:07:37)

3. [Ad] School of Podcasting -Launch, Grow, Monetize Your Podcast (00:10:51)

4. (Cont.) Embracing Modernization and Breaking Stereotypes (00:11:39)

5. Transparent Onboarding for Advisors (00:19:35)

6. Modernizing Advisor Practices and Growth Management (00:33:11)

7. [Ad] FranchiseU! (00:38:46)

8. (Cont.) Modernizing Advisor Practices and Growth Management (00:39:26)

9. Improving Efficiency and Retaining Great Employees (00:40:42)

10. Increasing Efficiency and Optimizing Hiring Process (00:48:17)