Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
337: Hiring in 2026? My Best Advice & The Most Common Mistake I See
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…
The skinny
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