How Leaders Can Map Career Journeys to Drive Growth and Innovation

Update: 2024-04-10

Description

Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their experience in bringing on new employees, how their firms continue to develop internal opportunities for progression, and the importance of clearly defined career paths that emphasize advocacy on the part of both the employee and manager, as well flexibility in roles, all while prioritizing the bottom line of the business.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

2024 Wrapped: Practice Management Trends That Shaped the Year

2024-12-1901:19:43

Leading with Purpose: How Your “Why” Drives Growth in a Financial Advisory Firm

2024-11-2242:57

Feedback as Fuel for Growth: Why Your Clients’ Point of View Matters Most

2024-10-2541:10

Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination

2024-09-0358:12

From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity

2024-07-1940:46

Building Brain Habits that Accelerate Your Team and Practice

2024-06-2155:25

Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond

2024-05-1601:01:05

How Leaders Can Map Career Journeys to Drive Growth and Innovation

2024-04-1044:23

Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth

2024-03-0543:46

Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity

2024-01-2954:55

Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach

2023-12-1455:11

Give Them Something to Talk About: Effective Client and Employee Communications

2023-11-1754:30

The Power of Your People: How Employee Experience Impacts the Bottom Line

2023-10-2755:42

Metrics that Matter: Using Data to Measure What Counts at Advisory Firms

2023-09-2245:24

Smooth Scaling: Navigating the Murky Waters of Hiring, Outsourcing, and Partnerships to Manage Growth

2023-08-2542:56

What’s in a Dream Team: Key Characteristics of Highly Effective Teams

2023-07-2853:46

“Geeking Out” on the Past, Present, and Future of Finance

2023-06-2348:14

The Bionic Advisor: Using Technology to Serve, Scale, and Succeed

2023-05-2551:13

The Evolution to Ensemble: The Challenges and Rewards of Building a Multiprofessional Firm

2023-04-2830:41

Referral-Worthy Relationships: Nurturing a Long-Term Mindset Throughout Client Life Stages

2023-04-0528:39

00:00

How Leaders Can Map Career Journeys to Drive Growth and Innovation

#box-pro-ellipsis-173651529307458{-webkit-line-clamp:2;}How Leaders Can Map Career Journeys to Drive Growth and Innovation

How Leaders Can Map Career Journeys to Drive Growth and Innovation

How Leaders Can Map Career Journeys to Drive Growth and Innovation