Strategic Hiring for Financial Advisors with Sara Lorza

In this episode of The Finance Marketing Podcast, Hillary sits down with Sara Lorza, founder of Pan Help Recruiting, to discuss the strategic side of hiring for financial advisory firms. Sara shares the most common mistakes advisors make when building their teams—particularly the trap of reactive hiring—and explains how advisors can shift from competing solely on compensation to attracting top talent through culture, values, and unique growth opportunities. Tune in to learn how the way you present your firm to potential team members is actually a marketing opportunity that, when done right, helps you build a team aligned with your mission and elevates the client experience you deliver.

Connect with Sara:

LinkedIn: Sara Lorza

Website: www.panahelp.com

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