Special Guest, Karen Gowdy, Senior Estate and Insurance Advisor. Karen, with a remarkable 35-year career in the Financial Services & Insurance Industry, provides comprehensive advice for personal and corporate estate and insurance. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on taxes and liquidity. Her work is especially key to delivering exceptional client experiences to all advisors and clients across Eastern Ontario. Beyond her advisory roles, Karen's mantra is family first.

https://www.linkedin.com/in/karen-gowdy-32503332/

Unleashing Your Hero: Rise Above Any Challenge, Expand Your Impact, And Be The Hero The World Needs

In this episode, we're talking about the importance of client segmentation and tiered service in financial advisory teams emphasizing the need for ongoing analysis and categorization of clients to enhance service delivery and business growth.

Tools to go with this episode are located here.

In today's episode, we're diving into a crucial topic for any growing business: Hiring a New Team Member, exploring smart strategies to build stronger, more effective teams. Before you jump into posting that job opening, it's essential to pause and reflect. Have you truly explored all options to meet your workload with your current team? Sometimes, reassigning roles, streamlining processes through automation, or reshaping client relationships can increase capacity without the need for new hires. If not, then it's time to look carefully at what skills your team is missing and design a role that fills those gaps — not one created just to help a specific person or out of convenience.

Chapter 3 Tool