Hiring & Talent

EP 176

How To Hire An Assistant Who Actually Buys Back Your Time

With

Tricia Sciortino

July 8, 2026 • 1 hr, 2 mins

EP 159

Why Your Advisory Firm Isn’t Attracting A-Players

With

March 11, 2026 • 55 mins

EP 156

The Real Reason Your Advisory Firm Feels Like a Prison

With

February 18, 2026 • 18 mins

EP 132

The Overlooked Hiring Secret That 4X’d This Advisor’s Firm

With

Triad Member: Devin Choules

September 3, 2025 •

EP 126

The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them)

With

July 23, 2025 • 19 min

EP 110

Why Employees Leave (And the System That Fixes It)

With

April 2, 2025 •

EP 108

The Uncommon Advisor Training Model that Captured $67M

With

Michael & Laura Lehrhaupt

March 19, 2025 • 1 hr 18 mins

EP 106

3 Compensation Mistakes Financial Advisors Make When Scaling

With

March 5, 2025 • 16 mins

EP 066

Why an Executive Assistant is the #1 Overlooked Role in Finance

With

May 29, 2024 • 56 mins

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