Whether you are looking to buy or have already acquired a practice, it’s essential to have the right people in place to help you not just grow but thrive. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. share how to navigate the challenging task of finding the ideal employees to support the future of your business.

Episode breakdown:







– Seeing hiring as an investment that requires hard work

– When you can acquire not just revenue but talent

– If an important person is leaving from the business you’re acquiring

– Fostering a well-paid and positive office culture

– What to look for to identify and hire that rare, great candidate

– Recognizing that everyone struggles with hiring and that you can’t interview for culture

How I advise clients on cryptocurrency

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

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