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Ep. 28 | Hiring Your First or Next Team Member: What Advisors Get Wrong episode artwork

EPISODE · Dec 27, 2025

Ep. 28 | Hiring Your First or Next Team Member: What Advisors Get Wrong

from Unfiltered and Unstoppable · host Rob Romesburg

Rob Romesburg and Gretchen Beatty break down the real reasons advisors get stuck, how to remove the biggest bottlenecks in your practice, and what role to hire to reclaim your time and accelerate growth. You’ll learn how to recognize when you’re at capacity, the three types of hires every firm eventually needs, and why the first 90 days can make or break a new team member.

What this episode covers

Rob Romesburg and Gretchen Beatty break down the real reasons advisors get stuck, how to remove the biggest bottlenecks in your practice, and what role to hire to reclaim your time and accelerate growth. You’ll learn how to recognize when you’re at capacity, the three types of hires every firm eventually needs, and why the first 90 days can make or break a new team member.

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Ep. 28 | Hiring Your First or Next Team Member: What Advisors Get Wrong

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This episode was published on December 27, 2025.

What is this episode about?

Rob Romesburg and Gretchen Beatty break down the real reasons advisors get stuck, how to remove the biggest bottlenecks in your practice, and what role to hire to reclaim your time and accelerate growth. You’ll learn how to recognize when you’re at...

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