20/20 Money Episode # 113 – Hiring an Associate That Stays: The Importance of Culture

On this episode, I talk with Dr. Ted McElroy. Ted has owned his practice for the last 27 years, is one of the hosts of EyeCode Media’s podcast, and is also a Vision Source Administrator for the southern part of GA and north-central part of FL. In today’s episode, we use one of our clients as a case study that kicked off the process of hiring an associate in your practice—and hiring an associate that STAYS in your practice. Ted shares with us how he identifies and interviews associates in his practice, great questions to ask during the interview process, a simple exercise to help build trust with your existing team, and great questions to ask your team to give you feedback on how you can show up as a better leader in your practice.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30 min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, be intentional about their cash flow, and invest wisely or check out any number of additional free resources like our eBooks and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Dr. Ted McElroy.


Vision Driven Leader Book

Working Geniuses by Pat Lencioni (WIDGET)

The Advantage by Pat Lencioni

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