The Perfect RIA Encore Episode: Should I Fire My Team?
12 snips
Sep 26, 2025 Hiring can feel like a dream, but what happens when the honeymoon phase fades? Discover the key to building an effective team, from the importance of thorough onboarding to setting clear expectations. Learn how to recognize red flags during interviews and why it's crucial to fix systems before blaming individuals. Micah and Matthew share insights on handling mistakes, fostering accountability, and even navigating tough decisions like firing. Plus, actionable tips to improve team dynamics and performance await!
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Episode notes
Fix Systems Before Firing People
- Default to examining systems before blaming people for poor results.
- Small process tweaks often solve performance gaps more than firing does.
Colleen And The Qualification Question
- Jarvis recounts Colleen avoiding asking prospects about assets due to discomfort.
- He solved it by routing prospects to a website minimum so she could consistently qualify leads.
Document Training And Use 90-Day KPIs
- Record onboarding training and store it for every new hire.
- Define objective KPIs and a 90-day window before soliciting process changes.
