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Finding Excellence: How Financial Growth Partners Identifies Ideal Team Members

Financial Growth Chronicals: Finding Excellence

In this blog, Eli highlights our unique philosophy and rigorous interview process utilize various methodologies to deeply understand each individual and help them discover their potential. Our diverse team includes career changers and individuals from all walks of life, including former service members, police officers, artists, and teachers. With only 40% of Americans having spoken to a financial advisor, the potential for making a significant impact is vast. Could you be the relatable advisor they need? 

power in a professional

power in a professional

Financial Growth Partners has a unique philosophy when it comes to finding our ideal candidates, we believe that everyone should have the opportunity to explore a role that can provide financial freedom and help foster meaningful connections, with the understanding that it is not a fit for everyone. As you can imagine, this presents a bit of a challenge from an initial outreach standpoint however, through our interview process we use a variety of methodologies to understand the individual while helping them understand themselves in a deep and impactful way. 

The Process

The Process

The first step in the process of finding great people is through understanding what traits and skillsets are required versus what is nice to have. Broadly we look for individuals who have found excellence or doggedly pursue it in a previous role or who have pushed themselves to be a top performer in some capacity. While many people may read that statement and think of a performance-based role, that is not always the case. Student-athletes are a prime example of a potential high performer pursuing excellence, however the same can be true of a student volunteer whose goal is rooted in a desire for a better outcome for their non-profit work. 

Traits

Traits

Some of the traits we see consistently rising to the top among those candidates are Competency, Integrity, Vision, and Decisiveness. 


When we think of Competency, we are asking ourselves, does this person demonstrate critical thinking and problem-solving? Are they a strong communicator or is this something we can work on improving? 


Integrity is an absolute must when dealing with the livelihoods of our clients, but it also deeply impacts the overall effectiveness of our organization as a whole. Is this person able to accept accountability for their actions? Are they able to weigh the outcomes of ethical decisions and make decisions with honesty and transparency? 

Traits Continued 

Traits Continued 

People who understand the vision often are also strategic thinkers, they don’t always look at a problem and assume there is only one potential outcome but strive to understand how else this problem can be solved. We often ask about goal setting and try to understand what hurdles were involved in the outcome. Is this person forward thinking and can they effectively communicate that vision to others? 


Lastly, Decisiveness, does this person make timely decisions and are they confident in the decisions they make? Are you willing and able to be accountable for those decisions? 

As I alluded to above, these traits are not specific to one industry or one set of lived experiences, as a result, we work with people who sometimes have a background in sales, but overwhelmingly we work with career changers and people who are open to investing their time into this career path. We pride ourselves on the fact that we work with everyone from former service members to police officers, artists, and teachers. The last thing I will leave you with is this, only 40% of people in the USA have ever spoken with a financial advisor. Is that because they don’t want to know how to make their money work more effectively? Or could it be that they haven’t met someone like you who they can relate to? 


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