On-Demand Event

Everything You Need to Know About Making Your First Hire as an Advisor

Please answer the following questions to watch this exclusive session

There are a lot of perks that come with the territory of firm ownership. You have more independence, autonomy, and authority to run your firm on your terms. But being the one to call the shots, run the show, and keep the wheels on the bus also means you have an endless to-do list, especially as you continue to grow your firm. That’s where hiring—and delegating—can help.

In this free webinar, join XYPN members Beverly Johnson MBA, MS, and Jake Northrup, CFP®, CFA, CSLP®, as they share their first-hand experiences scaling their firms and making their own first hires. Beverly and Jake will go into a lot of details as they cover the do’s and don’ts for hiring, how they decided it was time to scale in the first place, how they wrote a job description that resonated with the right candidates, where to advertise your job opening, and how to navigate onboarding. We will also get their advice for cultivating a successful ongoing experience for employees and so much more—you won’t want to miss this one.



Get weekly updates straight to your inbox