Building Non-Traditional Career Paths
b'In today\\u2019s episode Charesse J Hagan, Kelli Cruz, and Heather Fortner join Kate Healy from TD Ameritrade for a panel discussion at LINC 2018. They offer fascinating insight on how non-advisor roles in the financial planning profession are evolving \\u2013 and why they\\u2019re important! \\nSo many people within the financial planning profession are hyper-focused on becoming an advisor. When working toward being a revenue-generating advisor is the only career path available, many people who are happy performing their current non-advisor role feel lost within the profession, and struggle to find their place. Everyone is able to take ownership of their role within an advisory firm, and building out career paths in operations, investments, or compliance can help everyone find their stride.\\nPeople each have a unique skill set, and helping people find their sweet spot where their skill set and their passions overlap can motivate non-advisors to build and grow their own career path within a firm. This panel covers so much fantastic information, from how to build non-advisor career paths as a profession, to the best way to motivate non-revenue-generating employees within your firm to scale, grow, and find success as a team.\\nWhether you have back office employees at your firm, or you\\u2019re new to this profession and aren\\u2019t sure whether or not being a client-facing advisor is right for you \\u2013 this podcast episode is a must-listen! \\n\\n\\n\\xa0\\nWhat You\\u2019ll Learn:\\n\\nHow to navigate a career path when there is no career path at your firm\\nHow to free up time for your advisory team by delegating, outsourcing, or finding a technology solution\\nThe best ways to motivate team members, even if they aren\\u2019t firm owners or on track to be firm owners\\nWhy it takes people with different skill sets and passions to scale a firm successfully\\nHow to stretch yourself to think beyond your revenue to see value in everyone\\u2019s role\\nHow to give non-advisors the resources they need to lower cost and be successful\\nHow to work virtually with either contractor or full time employees who aren\\u2019t client-facing\\nHow firms can know what their next hire should be\\nHow to organize your back office with exceptional processes\\nQuestions firms should ask before hiring a non-advisor role\\xa0\\n\\n\\xa0\\nCharesse J Hagan\\nCruz Consulting Group\\nSignature FD\\nTDA4Advisors'