From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
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From the Ground Up
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick
Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance.
In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s insights from Ritholtz Wealth Management have shaped their own journey over the past year can be even tougher.
🎯 Key Takeaways:
✅ Strategic Hiring: Why culture fit matters just as much as skill set.
✅ Sustainable Growth: Expanding your reach without sacrificing core values.
✅ Proactive Problem-Solving: How to anticipate challenges before they derail progress.
✅ Empowering Leadership: Building a team that’s trusted, motivated, and set up for success.
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