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The Startup RIA's Guide to Hiring: When (and How) to Expand Your Team

At some point, even the smallest and scrappiest of teams needs to grow. But how do you know if you've reached that point—and how do you go about building your team wisely?

Catherine Williams is employed by Dimensional Fund Advisors, whose funds are available via the Betterment for Advisors platform to certain unaffiliated third-party firms. Due to this fact, she has an incentive to speak positively of Betterment, which is a conflict of interest.

Get expert advice on building your financial planning team

Our new guide covers common hiring questions and shares insights from Catherine J. Williams, Vice President and Head of Practice Management at Dimensional Fund Advisors.

  • How do I know when it’s time to hire?
  • How do I make the right hire?
  • How do I think about structuring my team?
  • What alternatives do I have to hiring?

 

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