HR Expert: Navigating HR Complexities In Advisory Practices

In this compelling episode of "The Complete Advisor," host Dennis Mattern welcomes HR expert Kelly Rice from CreaviveOne for an in-depth discussion on the intricacies of human resources in the advisory sector. This episode is a must-listen for anyone in the advisory industry, from seasoned professionals to newcomers.
Kelly, with her extensive HR background, sheds light on crucial topics such as employee classification, compliance with legal standards, and the subtleties of payroll management. The conversation delves into the differences between W-2 employees and 1099 contractors, offering valuable insights for advisors making hiring decisions.
Listeners will gain practical knowledge on the legal necessities of background checks, the intricacies of creating effective employee handbooks, and the art of conducting performance reviews. The episode doesn't shy away from the sensitive yet essential aspects of HR, such as addressing underperformance, navigating termination processes, and managing interoffice disputes.
Moreover, Kelly provides invaluable advice on balancing professionalism with empathy, especially when dealing with referrals from clients or handling sensitive employee exits. This episode is packed with real-world examples, expert tips, and Kelly’s own experiences, making it an essential guide for anyone looking to master HR challenges in their advisory practice.
Tune in to "The Complete Advisor" for this enlightening episode with Kelly Rice. Whether you’re building your team or refining your HR strategies, this conversation is a treasure trove of wisdom and practical advice. Don't forget to subscribe for more insightful episodes like this!
Subscribe to the Complete Advisor Podcast on your favorite podcast app.
Apple Podcasts: bit.ly/Apple-C...
Spotify: bit.ly/Spotify...
Amazon Music: bit.ly/Amazon-...
Google Podcasts: bit.ly/Google-...
Stitcher: bit.ly/Stitche...
Pandora: bit.ly/Pandora...
This podcast is for financial professional use only and not for use with the general public.
The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States.
This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.
CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.
Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.
Copyright 2023 Creative One Marketing Corporation.