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Welcome everybody! Welcome to the 399th episode of the Monetary Advisor Success Podcast!
My visitor on in the present day’s podcast is Kelli Kiemle. Kelli is the Managing Director of Development and Consumer Expertise of Halbert Hargrove, an RIA based mostly in Lengthy Seaside, California, that oversees $3.1 billion in property underneath administration for 750 shopper households.
What’s distinctive about Kelli, although, is how she leads efforts at Halbert Hargrove to take care of the agency’s 4 core values and construct a robust tradition, even and particularly as their crew has grown to 50 staff and, with ongoing enlargement, is now located throughout 10 workplaces within the western United States (which implies even their in-person workplaces are ‘distant’ and ‘digital’ relative to the management crew within the agency’s primary workplace headquarters).
On this episode, we discuss in-depth about how Kelli has labored to develop packages at Halbert Hargrove to take care of communication and powerful relationships throughout the agency and its disparate workplaces, together with by holding twice annual in-person conferences at Halbert Hargrove’s headquarters each to debate agency enterprise and to supply alternatives for extra casual social interplay amongst the agency’s otherwise-dispersed employees, how Kelli makes use of weekly, company-wide all-hands conferences very first thing each Monday morning to evaluation key firm metrics to extend accountability, and the way Kelli established a compulsory, 2-year formal mentorship program for all new hires to assist them get higher acclimated to the agency’s tradition, and to have an outlet to whom they will ask query and search recommendation as they develop into their function.
We additionally discuss how Kelli has created initiatives that assist solidify Halbert Hargrove’s core values of being fearless, always enhancing, having enjoyable, and giving again, together with by having staff share not solely their “Gladiator Tales” of fearlessly going to bat for his or her purchasers, but additionally their “Goofs That Give Us Steerage” to mirror on errors that had been made to align to their core worth of continually enhancing, how Kelli has aligned her agency’s worker advantages with its core values as properly, together with by funding academic alternatives for workers, offering a match for worker charitable donations, and providing youngster care subsidies, and why Kelli finds that her agency’s coverage of providing what it calls limitless “accountable” trip time does not result in staff taking an excessive amount of day without work, however as an alternative paradoxically nonetheless requires her to encourage employees to take extra day without work to keep away from potential burnout.
And make sure to hearken to the tip, the place Kelli shares how she has helped enhance Halbert Hargrove’s AUM over the $3 billion mark partly by leveraging a public relations agency in addition to native search engine marketing to draw new prospects and raise their natural development charge, how Kelli introduced on a gross sales coach to assist her agency’s current advisors get snug attempting to shut extra purchasers (overcoming some preliminary skepticism about how a fiduciary agency might ever have “gross sales coaching”), and why Kelli determined in opposition to pursuing the advisor monitor at her personal agency, as an alternative carving out a task centered on development and shopper expertise that match her strengths in creating and managing advanced firm-wide workflows and juggling many duties without delay.
So, whether or not you are all for studying about sustaining a robust agency tradition when workplaces are unfold throughout the nation, aligning firm advantages to match these core values, or utilizing third-party advertising and gross sales teaching companies to drive shopper development, then we hope you get pleasure from this episode of the Monetary Advisor Success podcast, with Kelli Kiemle.
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