Laurie Stack, Host of Talent Stack, speaks with Jack Hannah, President & Chief Operating Officer of GeoWealth, about developing people and building scalable advisory practices in this episode of the Talent Stack podcast. Hannah discusses how firms can support employees’ careers while helping advisors serve clients more efficiently.
Hannah draws on GeoWealth’s experience hiring former athletes to explain the value of teamwork and coachability. Employees who accept feedback and learn from colleagues can develop into leaders themselves. He also emphasizes that culture requires tangible support for employees, including fair compensation, work-life balance and opportunities to advance.
For advisory firms, Hannah argues that strong client relationships can coexist with a scalable practice. Choosing clients whose needs fit the firm’s capabilities can help avoid excessive customization. He also cautions against chasing investment trends, emphasizing consistent investing and the advisor’s role in keeping clients focused on their plans.
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