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Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners

167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips

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…

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