Jan 31 2025 26 mins 1
Jill Barnett is the Founder and Principal of Valley Consulting Partners. She joins the show today to share how she helps wealth management firms navigate human resources issues, compensation, hiring strategy, and workforce training. If you're interested in tackling HR challenges, enhancing workplace dynamics, or preparing for the future of the financial planning profession, this episode is for you!
Listen in as Jill shares how her background in psychology led her to consulting for wealth management firms, driven by a desire to ultimately help the American consumer. She discusses common challenges firms face, including managing remote work, improving soft skills in early-career planners, and fostering strong relationships between employees and firm owners. Don't miss her insights into how the next generation of planners will shape the profession and approach compensation conversations.
You can find show notes and more information by clicking here: https://bit.ly/4g0smnR
