Hiring well sets the tone for how your business operates and grows. Clear roles and responsibilities help ensure the right people are in the right seats from day one.
Define the Roles You Need
- Identify core roles: Admin, Advisor, CSA, Operations, etc.
- Clarify responsibilities and workflows
- Align structure to business goals (e.g., lifestyle solo practice vs. scalable firm)
Use a Proven Hiring Approach
The 4-step D.A.S.H. method
- Define — Build a business case for the role, write the job description
- Attract — Post the position and showcase your firm’s values
- Select — Screen, assess, and interview intentionally
- Hire — Extend the offer and prepare for onboarding
This gives structure to your process — whether it's your first hire or your fifth.
Compensation & Salary Planning
- Decide on base salary, bonus potential, or revenue share
- Factor in cost of benefits and taxes
- Be transparent and competitive where possible
Interviewing & Making the Offer
- Use a structured process: screening → phone → in-person
- Score candidates based on culture fit and role alignment
- Provide offer letters and agreements (tie into legal page)
Need help writing a job description or structuring compensation? We're here to walk through it with you and provide templates you can use immediately.
