Showing Up: The Key for Successful Hires and Accomplished Careers

Showing Up: The Key for Successful Hires and Accomplished Careers

In this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.

A Survey of Succession Planning

A Survey of Succession Planning

Vanessa Oligino, the Director of RIA Practice Management at TD Ameritrade challenges new planners with succession planning research. She challenges them to really consider what is best for them personally and critically evaluate whether or a firm is one you should buy into. Knowing what’s most important to you as well as what your non-negotiables would be related to firm ownership are critical to identify before considering potential succession opportunities.

Paraplanning: Finding the Perfect Fit

Paraplanning: Finding the Perfect Fit

As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work, and a spot for financial planning practice owners to find a paraplanner that’s a perfect fit for their needs. Ready to learn more? Tune in now!

Managing Others Well

Managing Others Well

It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with four amazing financial planners to talk about what they’ve learned about being a manager within their financial planning practice.