Financial Advisor Success Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui
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Nov 18, 2025 Katie Calagui, a people and talent consultant with a rich background in financial planning, discusses the intricacies of building thriving teams in advisory firms. She highlights the importance of a supportive culture where advisors are held accountable for nurturing talent. Katie emphasizes the need for structured coaching and development, as well as metrics to measure success, such as client retention and team engagement. She also warns against relying too heavily on AI for training, advocating instead for meaningful mentorship to build the next generation of advisors.
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Director Of Talent Role In Practice
- Katie was hired as Director of Talent Management when the firm was ~30–40 people and ~$1.5–2B AUM.
- She later became Chief People Officer as the company grew toward ~100 employees.
Split HR Ops From People Strategy
- Separate HR operations from people strategy; both matter but require different skill sets.
- Treat people development as a growth investment akin to marketing or sales.
Replace Annual Reviews With Continuous Feedback
- Replace annual reviews with continuous feedback and clear expectations to avoid interpersonal breakdowns.
- Build transparent career paths so employees see steps and training to advance.