Your primary job is
that of a business owner.
Not a financial advisor, but a business owner.
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As such, you question every activity you spend your time on that is not specifically related to running your business.
And as a financial advisor, the last activity you will delegate to someone else (if you choose to once your business is large enough) is that of meeting with clients and providing advice to them.
Why do we point this out in an area devoted to Maximizing Staff and Interviewing & Hiring? Because these tasks are NOT on the list of primary activities for someone who owns a financial planning practice
But I can do it! How hard can it be? Plus, I've had a lot of experience doing it – with all the staff turnover I've had in my practice. you say.
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Read that previous paragraph again and you'll notice the loop you're stuck in. At Forté our mantra is Only Do What Only YOU Can Do… and delegate the rest. Hiring an employee can be a time consuming and stressful process, and you've got more than enough to do already. Maximize your time and increase the likelihood of success among your staff by having a professional, trained, and experienced consultant interview and hire your staff.
Not To Worry Though
You will have final say, as well as input along the way.
For the smaller two to five person practices, the cost of turnover and/or "mis-hire" is at least $5-10,000 and likely closer to $20,000. The research abounds to support this. We're here to help you avoid this costly mistake and in the process increase the productivity and profitability of your business.
Why not do what you enjoy and what you're good at. Run your business. Meet with your clients. Advise with people on their finances. And leave the rest to someone else…like us! Maximize your staff and your time… You'll be glad you did.
For additional information & pricing visit the What's Yours? section.