Staff to Last!
For Financial Advisors Only: How to build a staff that makes your clients HAPPY, your peers JEALOUS, and your wallet FAT
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Book Details
About the Book
All financial advisors want to be able to spend their time in front of clients. It’s what makes them money. It’s what makes them happy.
But almost all advisors share a common problem – staffing and managing their practice. It’s what drains their energy and their wallet. It’s what makes them miserable.
Help has arrived. Whether your practice has a staff of twenty or you’re about to hire your first Administrative Assistant, Staff To Last! is the solution to your backroom headaches. For the first time, practice management coach Lauren Farasati has condensed her twenty-five years of experience helping advisors into a book tailor-made for the financial planning industry. You’ll learn the Dream Team staffing model that instantly brings role clarity to your business. You’ll discover the “genes” that make some people perfect for your staff and others not. You’ll learn, step-by-step, how to find the best talent available and you’ll get tools that will save you hundreds of hours and thousands of dollars – from that first killer job posting to foolproof interview questions all the way to the final offer letter. And last, you’ll learn the ten “currencies” bosses use to pay their employees, ensuring that once you’ve found amazing staff, you never lose them.
Forget yesterday’s mistakes. Staffing is about to become simple, painless, and satisfying. Staff To Last! will show you how.
About the Author
Lauren Farasati is the founder of The Gifted Practice, a practice management coaching firm dedicated to helping financial advisors build exceptional practices by growing exceptional support teams. Over the past twenty-five years her programs, including Protégé Power in Your Practice™, The Time/Client Gap™, Your Dream Team Starts Here, The Care and Feeding of the Boss, Deleg8™, and The Producer Group Pre-Nup™ have transformed practices through simple concepts and systems. She opened the Office of Practice Management at Lincoln Financial Advisors, served as Director of Operations for its largest field office and, prior to that, as Operations Manager for the San Francisco General Agency of New England Financial. Lauren is a sought-after industry speaker and has presented at Million Dollar Round Table, The Society of Financial Services Professionals, The Financial Planning Association and LAMP.