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What Skills Should Your First Hire Have?

For financial planning firms, adding good human capital can be a major obstacle. In this video clip, Reese Harper and Chad Jardine explain why carefully thinking through the skills you want your early hires to have is crucial to efficient growth.

Your small business’ growth is based on bringing in more clients. That may seem obvious, but many small firms stall by not thinking through their early hires, too often duplicating skills that don’t fuel growth. On this episode of the Elementality podcast, Chad and Reese look at some of the roadblocks to growing a financial planning firm. Find out why, when they hire, advisors should carefully consider whether to create more capacity, or more volume.

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