Finding good talent is hard…keeping that talent can be even harder.
While there are some strategies and general business approaches that apply to hiring and grooming your team as your enterprise grows, certain key elements of staffing are specific to the investment advisory field.
“Path” Finders: Developing a Career Path That Can Keep Your Practice on Track is a special workshop at the 2020 NAPA 401(k) Summit (Orlando, Florida, April 26-28). Moderated by CAPTRUST Senior Vice President Jeb Graham, this session will provide attendees with insights on developing, building, and sustaining that growth — from teams that have fostered a culture of growth and support to create sustainable business models.
You’ll hear from Wilson Hoyle, Principal, Managing Director, CAPTRUST, and Mark R. Wetzel, President of Fiduciary Investment Advisors, LLC — two successful entrepreneurs who will offer insights not only as to how they did it, but maybe of greater value…what their biggest mistakes were in the area of personnel and staff development.
You’ll learn:
- How to know when to hire the next person.
- When career paths are important? And when are they not?
- The most critical hiring mistakes an advisory firm owner must avoid.
If hindsight is 20/20, doesn’t it make sense to invest an hour to possibly grab one nugget that you can use in addressing staffing needs in 2020?
The 2020 NAPA 401(k) Summit — you can’t afford to miss it.
Check out the agenda at https://napasummit.org/schedule/
Register today – early bird rates expire January 31 – at https://napasummit.org.
