Why Financial Advisors Struggle to Attract & Keep Top Talent

Описание: As a financial advisor, if you’re trying to scale your advisory firm, there’s a stage where things start to feel harder than they should. Everyone’s busy. Communication gets messy. You’re still producing, but you’re also trying to lead a team that needs clarity, feedback, and direction.​

In this episode, I’m joined by Triad’s Member Culture Coach, Kenzie Olejnik. Kenzie joined Triad in April of 2022, when we were right in the middle of the chaos as a new company.

She helped us turn good intentions into an intentional culture built on clarity, communication, and shared language. You’ll hear Kenzie talk about the simple culture moves that actually matter, how to onboard people in a way that builds trust and excitement quickly, and why you can’t treat your team like an afterthought if you want clients to have a great experience in every interaction.

00:00 Intro
01:22 Triad’s Member Culture Coach
08:39 Clarity And Communication Fix Culture
12:02 Treat Your Team Like Your Best Clients
14:18 Celebrate Life & Make It Okay To Have Fun
22:28 Being Accountable With Teams Vs Family
28:23 Slow Down To Speed Up
32:56 Onboarding In A Way That Builds Excitement
42:25 Shared Language Builds Unity
44:46 The Enneagram Is An Eye Opener for Teams
48:16 How Blind Spots Can Lead to Breakthroughs
52:14 A Crash Course On The Enneagram
56:22 Use Enneagram To Challenge Growth
1:00:44 The Power of Pouring Into Your Team
01:04:19 Kenzie’s Definition of DBDL

Get access to the show notes, transcript, and links to all the resources mentioned for this episode by visiting https://bradleyjohnson.com/157

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DISCLOSURE:
DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP02265233532