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Ep 98: Building And Sustaining A Winning Team with Lori Miller and Dave Hostetler, CLTC
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On today’s episode, we are joined by Lori Miller and Dave Hostetler, CLTC, two leaders within FIG’s business development practice management division. Lori leads our talent solutions division and Dave oversees all aspects of business consulting, practice management, and succession planning. Together, they will shed light on the crucial role that a "people strategy" and "people plan" play in the overall efficiency of your business.
Lori will kick off this episode by talking about the impact of having a strong hiring process from start to finish- from attracting the right candidates to keeping them engaged throughout the interview process. She discusses the significance of staying organized, communicating clearly, and ultimately making candidates feel seen and valued.
Dave will then dive into the topic of employee onboarding and retention. He'll offer guidance on structuring a strong onboarding process that sets your new hires up for success from day one. He will also share practical strategies for clearly communicating your company's guidelines and expectations to ensure your team members stay engaged and motivated over the long term.
Stay tuned for some critical insight and advice from these experts who have helped hundreds of advisors train and retain top talent. You’re sure to take away some valuable tips in this episode on scoring top-notch candidates and setting them up for success!
Here's some of what we'll discuss in this episode:
- Why it’s important to have a people strategy and a people plan. (2:06)
- Some mistakes that could lead to losing good candidates during the interview process. (5:54)
- Setting up employees for success during the onboarding process. (12:32)
- Best practices for employee retention and happiness. (19:50)
- The importance of informative routine meetings and internal communication. (24:58)
Learn About FIG: https://www.figmarketing.com
800-527-1155
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