How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops

18/12/2024 26 min Temporada 5

Listen "How Financial Advisors Can Fuel Firm Growth with People-Centric Operations with Jackie Benjamin Hatherley of RIA Ops"

Episode Synopsis

Jackie Benjamin Hatherley, “opspert” and founder of RIA Ops, has over 25 years of operations expertise, specializing in helping registered investment advisors embrace the human side of operations. Through flexible fractional COO and leadership coaching services, Jackie helps firms unlock the power of people in driving operations excellence to ultimately promote efficiency, innovation, and streamlined processes. Through consistent communication, explaining the “why,” and keeping goals relevant, Jackie’s tools and human-centric approach assist firms in fostering a culture of trust, purpose, and empowerment so operational decisions feel right — not just right on paper.Featured Resources  RIA Ops and Complimentary 30-Minute Consultation  Jackie Benjamin Hatherley on LinkedIn Patrick Lencioni’s 5 Dysfunctions of a Team Patrick Lencioni’s Death by Meeting Simon Sinek’s Find Your WhyEnjoyed This? You’ll Also Love: How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma Why Emotionally Connecting with Clients is Good for Business in Financial Services with Brendan Frazier Business Growth Tips for Accountants, Bookkeepers, and Financial Services Business Owners

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