The 8-Figure Agent
Welcome to The 8 Figure Agent Podcast!
Join Jared Larsen and co-host Matt Walker, CEO of Swivel, the world's most flexible financial services CRM.
Every other week, we’ll be talking with 8-figure agents, aspiring 8-figure agents, influential figures, thought leaders, and successful entrepreneurs in the financial industry who have already achieved financial success.
During each episode we will explore different topics like wealth-building, investment strategies, leadership, self-development, and so much more.
Our main mission with this podcast is to build a community, more than anything. A community where we can empower each other to achieve remarkable success in the financial sector. And, we don’t think you necessarily have to be a professional. We think there will be some great topics here for beginners too.
Join Matt and Jared every week as they delve deep into insights and strategies and inspiring stories that will motivate you to reach new heights in your own career and unlock your full potential.
The 8-Figure Agent
Hiring and Team Management Secrets for Financial Advisors
Welcome to the 8 Figure Agent Podcast with hosts Jared Larsen and Matt Walker. This episode dives into key indicators for growth in the financial sector, particularly around the crucial topic of staffing. Discover how to identify when it’s time to hire, effective interviewing techniques, and how to onboard staff to build a winning culture. They discuss real-time coaching, maintaining high standards, and fostering an environment where both businesses and individuals thrive. Whether you are struggling with capacity, hiring right, or building a positive workplace culture, this episode is packed with invaluable insights and actionable tips. Don't miss out on ways to elevate your business and empower your team to unlock their full potential.
00:00 Welcome to the 8 Figure Agent Podcast
02:36 The Yo-Yo Effect in Business
04:23 Hiring the Right People
06:41 The Importance of a Structured Interview Process
13:51 Creating a Collaborative Hiring Process
17:34 Building a Positive Workplace Culture
17:53 The Importance of Respecting Staff
18:34 Balancing Rewards and Genuine Care
18:56 Effective Communication with Staff
20:01 The Job Offer: Setting the Right Expectations
21:17 Implementing a 90-Day Plan for New Hires
22:41 Real-Time Coaching: Addressing Issues Immediately
24:03 Role-Playing Effective Coaching Conversations
27:51 Empowering Employees Through Accountability
31:47 Conclusion and Final Thoughts
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Recorded & Produced by: SB Studios