Staffing Your Office: Hiring, Outsourcing & More

”Staffing is the number one problem for advisors” says Jennifer Goldman, CFP, president of MyVirtualCOO.com. Advisors often come to her firm for help with their productivity but what they discover is that the real problem is the staff. Kirk Hulett, a senior vice president of strategy and practice management for Securities America and the author of two books on staffing stresses that a roles and responsibilities chart (R&R) can help you communicate reporting relationships, show relationships between jobs and create a vision for a successful future structure. Hulett also suggests several temporary staffing solutions for your long-term staffing needs.