Sten Morgan is the proprietor of Legacy Funding Planning, a hybrid advisory agency based mostly in Franklin, Tennessee, that oversees $220 million in belongings underneath administration for 90 consumer households. At the moment Sten joins the present to share how he made the troublesome determination to show over his complete unique group and rebuild with a brand new director of operations to create a stronger basis for future progress. He explains how he recognized cultural and operational misalignments, navigated robust conversations with workers, and structured his hiring course of to make sure the suitable individuals joined his agency.
Hear in as Sten walks us via his agency’s five-step hiring course of, why he insists on interviewing at the least 4-6 candidates earlier than making a suggestion, and the methods he makes use of to work successfully with recruiting corporations. He additionally shares why he is specializing in operational effectivity earlier than partaking in a interval of progress, how he proactively hires for roles earlier than the necessity turns into pressing, and his structured method to iterating on enterprise concepts. If you are searching for insights on constructing the suitable group for long-term success, this episode is for you.
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