And, how much would you invest to free up six, eight, or maybe 10 hours of your time each week to spend with your spouse/family, pursuing your favorite passion, or maybe simply growing the business?
One of the best investments you will ever make for your practice is hiring the right people. So, where do you start? Start with downloading the Peak Advisor Alliance Hiring Process Checklist. Go to http://www.peakadvisoralliance.com, click on the Free Tools tab, and enter the code “Hire” in the appropriate field to receive this checklist which will guide you through the process of building your team. This document will help ensure you have complete clarity on why you are hiring them. And remember, communicate those reasons to your new hires and compensate/incent them on the things you want more of: better service, more efficiency, and more time!
Ron Carson is founder and CEO of Carson Wealth Management Group, a comprehensive wealth planning firm, and founder of Peak Advisor Alliance, the largest advisor coaching program in the country. He also co-authored the practice management book Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice and its revised second edition Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor.
Greg Opitz, an Executive Business Coach at Peak Advisor Alliance, contributed to this article. He consults and coaches financial advisors across the country, helps them implement the proven tactics and strategies taught by Peak Advisor Alliance, and has been working with financial planners for his entire professional career. Greg's 17 years of managerial experience is drawn upon everyday to assist coaching members.