3.7 C
Warsaw
Monday, March 2, 2026

Hiring A Director Of Expertise To Form The Improvement Of Subsequent Era Advisors (And The Lead Advisors Who Prepare Them) with Katie Calagui


Attracting and retaining high expertise is among the best challenges for rising advisory corporations. As groups develop, success relies upon not simply on recruiting, however on making a tradition the place folks really feel valued, supported, and empowered to develop. This episode explores how intentional expertise growth and management teaching may also help corporations construct thriving, future-ready groups.

Katie Calagui is the proprietor of Katie Calagui Consulting, a training and consulting agency that companions with monetary planning leaders to strengthen their folks techniques and agency tradition. Hear in as Katie shares how corporations can transfer past conventional HR to spend money on true folks growth, constructing coaching, mentorship, and development pathways that cut back turnover and develop next-generation advisors. You may be taught the important thing metrics that reveal whether or not your expertise technique is working, widespread management blind spots, and why the most effective coaches don’t give recommendation—they draw out the knowledge agency leaders have already got.

For present notes and extra go to: https://www.kitces.com/464

Related Articles

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Stay Connected

0FansLike
0FollowersFollow
0SubscribersSubscribe
- Advertisement -spot_img

Latest Articles