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Skills can be learned, but behavior and attitudes are shaped over a lifetime. Those can't be changed. Focus on hiring for attitude.
Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing.<br><br> You'll hear from:<br> Nguyen Le<br> Crawford McGill, CFP, AAMS<br> Renato Alarcon<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast. <br><br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
If you're doing everything yourself, it's probably time to look into adding staff.
Learning to handle conflicts with clients and staff can make your business stronger.
Valuing culture as much as compensation, advisors seek non-monetary approaches to engaging staff.
How do I develop, compensate and retain a protégé?
From ditching ties to more frequent feedback, it's possible to create a culture shift.
Use a solid game plan to achieve a more productive workplace.
An industry staffing coach, Farasati will lead a lively discussion focused on four staffing challenges: 1. Who do I hire next: an operations person or associate advisor? 2. How do I design a simple bonus plan? 3. How do I get an employee with a performance issue back on track? 4. How do I develop, compensate and retain a protégé? Farasati will share her most effective tools and provide on-the-spot coaching for your staffing questions. Participants will leave with simple templates and confidence to deal with their staffing opportunities.
Coaching vs. micromanaging to bring out the best in staff
Design a simple bonus plan
Consider these options when deciding how to pay employees.
Paterson describes her practive for hiring employees and gives an outline for how you should manage your staff.
Strategies for success in a family business, and for guiding clients who are in a family business.
Shay sees the benefit of hiring younger advisors to meet with millennial clients.
