The 8-Figure Agent - Hiring and Team Management Secrets for Financial Advisors

Hiring and Team Management Secrets for Financial Advisors

06/05/24 • 32 min

Welcome to the 8 Figure Agent Podcast with hosts Jared Larsen and Matt Walker. This episode dives into key indicators for growth in the financial sector, particularly around the crucial topic of staffing. Discover how to identify when it’s time to hire, effective interviewing techniques, and how to onboard staff to build a winning culture. They discuss real-time coaching, maintaining high standards, and fostering an environment where both businesses and individuals thrive. Whether you are struggling with capacity, hiring right, or building a positive workplace culture, this episode is packed with invaluable insights and actionable tips. Don't miss out on ways to elevate your business and empower your team to unlock their full potential.
00:00 Welcome to the 8 Figure Agent Podcast
02:36 The Yo-Yo Effect in Business
04:23 Hiring the Right People
06:41 The Importance of a Structured Interview Process
13:51 Creating a Collaborative Hiring Process
17:34 Building a Positive Workplace Culture
17:53 The Importance of Respecting Staff
18:34 Balancing Rewards and Genuine Care
18:56 Effective Communication with Staff
20:01 The Job Offer: Setting the Right Expectations
21:17 Implementing a 90-Day Plan for New Hires
22:41 Real-Time Coaching: Addressing Issues Immediately
24:03 Role-Playing Effective Coaching Conversations
27:51 Empowering Employees Through Accountability
31:47 Conclusion and Final Thoughts

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Recorded & Produced by: SB Studios

Previous Episode

Building Trust and Deep Connections with Clients in the Financial Industry

In this episode of 'The 8 Figure Agent,' hosts Jared Larsen and Matt Walker dive into strategies for developing deeper connections with clients in the financial services industry. Matt shares insights from his experience, emphasizing the importance of understanding your business model, setting and meeting expectations, and leveraging technology to enhance client relationships. Highlighting unique approaches, including specialized client events and the impactful use of technology like CRM systems to keep clients informed and engaged, the episode explores how trust, proactive communication, and personal connection can lead to business growth and high client referral rates. The conversation also covers handling difficult conversations, proactively managing client relationships, and the pivotal role that technology plays in today's client-agent interaction.
00:00 Introduction
03:58 Matt's Approach: Building Confidence and Trust
06:27 Creative Client Engagement: Events and Personal Touches
11:08 Back to Basics: Building Trust and Relationships
26:52 The Power of Proactive Communication and Technology in Client Relationships

Thanks for listening! Follow and subscribe where ever you get your podcasts!
Recorded & Produced by: SB Studios

Next Episode

Meet Jared Larsen: Resilience, Faith, and Overcoming Adversities

In this episode of the 8 Figure Agent Podcast, Matt Walker takes over as host to introduce and delve into the inspiring story of Jared Larsen. Jared shares his journey from overcoming a challenging childhood to becoming an athlete and successful entrepreneur. He discusses the importance of perseverance, hard work, and faith in facing life's adversities. Jared also highlights valuable lessons learned from his son and his life-altering accident, and explains how serving others and practicing gratitude can help overcome unhappiness and fear. Join Jared and Matt as they explore how to unlock your full potential and achieve remarkable success in the financial sector.
00:00 Welcome to the Eight Figure Agent Podcast
00:33 Meet Jared Larsen: Athlete, Family Man, and CMO
01:27 Jared's Early Life and Athletic Journey
02:51 The Ryder Story: A Lesson in Resilience
06:17 College Years and Entrepreneurial Spirit
08:48 Faith and a Life-Changing Accident
14:23 Overcoming Fear and Building Resilience
17:00 Closing Thoughts and Community Building

Thanks for listening! Follow and subscribe where ever you get your podcasts!
Recorded & Produced by: SB Studios