CFFP #44 - Navigating the Difficulties of Retaining Good Talent as a Fee-Only RIA ft. Raquel Hinman

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Raquel Hinman, an Erie, Colorado-based CFP® and owner of Hinman Financial Planning, a Fee-Only Registered Investment Adviser. She has helped clients navigate the financial and non-financial issues that accompany major life transitions and  decided she wanted to do more to help people with all aspects of their financial lives. These two desires culminated with her founding Hinman Financial Planning in 2015.

 

In our discussion we talked about:  

 

🎙️ How do you define talent when it comes to adding to your team?

🎙️ Skill set shaping for aspiring financial professionals
🎙️ What has this industry done well?

🎙️ Greatest future challenges of firm owners

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