In this episode, Jeff and Gary discuss:

• Acquiring the right talent.
• Attrition rates, training programs, and building a successful team for the long haul.
• Investing in talent and building your business plan every year.
• Best models for young, future leader advisors.
• Balancing quarterly goals with long-term relationship building.

Key Takeaways:

• The biggest indicator of success is not personality. It’s about communication and expectations.
• Training falls short when your firm is only looking at the spreadsheet or assessment and not the relationship with the employees.
• The advisor of the future will look different than what we know right now.
• Being authentic is now more important than just building a brand for many young advisors.
• The fundamentals never go out of style. You will always need to create relationships and build trust.

"The biggest indicator of success that I've seen in my 10 years of doing this has been the ability for a mentor-mentee relationship, and really just presenting upfront expectations and creating a roadmap for the mentee." — Gary Kuhn

Connect with Gary Kuhn:

LinkedIn: https://www.linkedin.com/in/gary-kuhn-0b624293/

Connect with Jeffrey Concepcion:

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/