The Efficient Advisor Podcast:
Tactical Business Advice for Financial Advisors
Episode #108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale
You need a team to scale. But, where do you find good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your business? Today I have guest Claire Myers Vitale, a head hunter who specializes in helping financial advisors build out their firms from executive assistant to fully licensed directors of operations. Claire works exclusive in the financial planning world and is the perfect person to talk to about what it takes to find a good hire in 2023.
In today’s episode we dive into:
- What are ideal candidates looking for in a job and benefits these days?
- How to write a job description that actually draws in the right people?
- Why a head hunter is waaaayyyy better than hoping people come to you!
- How upward mobility in a small business is really important for attracting talent.
- Some shocking facts about what your current employees might be considering this year.
- And, when to start the hiring process.
Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire.
Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!?
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LINKS FROM THIS EPISODE:
Learn more about Claire's offerings HERE
Connect with Claire on LinkedIn Here
Check out the compensation study Claire mentioned here
Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check Out Claire Myers Consulting!
Click below to learn more about how Claire and her team work to match you with the right team member based on your needs, your goals, and your company culture!
Learn More Here!
Legacy Letter Process
Step 1: I would set this up as a team building activity. I would personally go through this with my team - and get that “walk through a wall for these people” vibe that Blake mentioned in this episode. I think it’s helpful for you to have had this experience and go through it first so that you can share your personal story along side Blake’s story. What a GIFT for your team and can be part of your employee experience.
Step 2: Schedule your training call with Blake’s team to get up to speed on everything and hear their best practices from advisor experience.
Step 3: Set up how you’re going to do this with clients. I love the idea of doing it in person and having it be an event that clients can attend. I’d make it a nice event with food, and drinks, and invite your favorite clients and make it an emotional & impactful party. I’d offer up to my clients to bring friends and family. You could do a couple of different events and make it smaller -- I like around 20 people. Or, you could do a big event. Either way, I love the idea of asking your clients to bring other people… this is so scalable.
Step 4: I’d start to talk about it NOW in all of your meetings and let people know that this is coming up.
Step 5: Blake's team will give you social media posts, scripts, and email templates. All the goodies to make it really easy. Create a compelling invitation. If you’ve got flexibility with compliance, I’d make a video and email sequence about it and your experience with it. Make it about why you want to do this for your clients. What will THEY get out of the experience? What’s in it for them? This is a great chance to highlight that you are so much more about the entire person than just the money. If you don’t have flexibility with compliance… I’d still try to do these two things but I would start NOW so you can get a few emails and a video through compliance before it’s time to execute. And again, they give you most of this and you can just add some personal flair.
Step 6: Make personal phone calls inviting your best clients. Again, opportunity to explain what it is.
Step 7: Execute!
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