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Top Advisor Podcast™
Ep. #87 – Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry
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What does it mean to truly scale your advisory team without sacrificing quality or culture?
In this episode, Referral Coach Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent.
Discover the innovative approaches Steve uses to overcome the biggest hurdles financial advisors face in recruiting the right people.
From leveraging technology to crafting a compelling value proposition, Steve shares his unique insights gained from 16 years of hiring and managing financial professionals.
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Steve Discusses:
- (05:22) How mission-driven recruitment aligns with long-term business goals
- (08:55) Overcoming the abundance of data in recruitment with strategic filtering
- (09:25) Recruiting overload in the tech era
- (11:24) The significance of breaking down roles within firms for effective scaling
- (18:00) Leveraging firm values in recruitment
- (24:28) Quantifying aspirations in hiring to recruit top talent
- (26:30) The 3 different types of talent: potential, emerging, and proven
- (34:21) Cost of hiring delays revealed
- (36:45) The benefits and challenges of automated applicant systems
- …And more!
Packed with practical advice and proven strategies, this episode is a must-listen for financial advisors looking to grow with the right people in the right roles.
Resources:
Sponsors:
- SHOW SPONSOR: ProudMouth
- EPISODE SPONSOR: IronClad Family | Holistic Advisor Guide
- EPISODE SPONSOR: Harbor Capital Advisors | LinkedIn: Harbor Capital Advisors
Connect With Steve Perry:
Connect With Bill Cates:
About Our Guest
Steve Perry, Founder and CEO of The Well Recruiting Solutions, brings over 17 years of leadership experience in the Fortune 100 sector. Known for his ability to drive team growth and operational excellence, Steve has consistently exceeded benchmarks in recruitment, retention, and performance. His career is marked by a dedication to innovation, team development, and creating scalable solutions for businesses.
Steve’s expertise includes interviewing thousands of candidates, hiring hundreds, and leading large teams to achieve record-breaking success. His strategic approach to recruiting and team building has helped organizations bridge talent gaps and achieve sustainable growth.
After nearly two decades of corporate leadership, Steve founded The Well Recruiting Solutions as a response to a calling from God. Leaving a seven-figure executive leadership career, he set out to build an innovative, world-class recruiting company that not only delivers exceptional results for its clients but also makes a meaningful impact on the world.
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
