Why Our Hiring System Just Got Smarter: Video Interviewing for Financial Advisor Firms

It started, as many great solutions do, with a problem.

A client was struggling to find the right Financial Services Administrator for their team. They had already made one hiring mistake that cost them time, money, and morale—and they couldn’t afford another. As their Fractional Chief Operating Officer, I was brought in not only to fix the process but to redesign it so they’d never have to go through that again.

This isn’t unusual. In fact, at this very moment, we’re managing four hiring projects for clients:

• A Financial Services Administrator
• A Commercial Insurance Specialist
• A Financial Service Advisor
• An Administrative Assistant with a Growth Path to Office Manager

Two of these roles require candidates who are fully bilingual, which has prompted us to evolve the Leading Advisor Hiring System again, upgrading the system to include an automated video interview screening process.

The Fractional COO Advantage

When I take on the role of Fractional Chief Operating Officer for a financial advisory firm or agency, I step in as the strategic engine behind the scenes. My work frees up founders and senior advisors to focus on what they do best: building client relationships and offering expert financial advice.

I support the leadership team in areas like:

• Hiring and team building
• Vision and planning
• Operational systems for marketing, customer service, and sales
• Succession planning and scaling

Hiring, in particular, is a mission-critical function—and one that’s too important to be left to chance.

A Bespoke, Ever-Evolving Hiring Process

Our hiring process is both personalized and structured. It’s not just about filling a role. It’s about finding the right person, the first time.

Here’s what’s involved:

• Writing a customized ad that reflects the unique voice and needs of the firm
• Strategically advertising the role in the right places
• Screening and qualifying resumes
• Sending email interviews
• Conducting assessments and behavioral profiling
• Implementing bilingual testing (where required)
• Coordinating video interviews
• Shortlisting only the most qualified candidates

Every step is designed to eliminate hiring mistakes before they happen—and to save the client hours of distraction and decision fatigue.

Why We Chose Hireflix for Video Interviewing

When bilingual screening became a necessity, we evaluated a number of platforms purpose-built for asynchronous video interviewing. We considered Spark Hire, Willo, Wedge, and others. But ultimately, we selected Hireflix.

Here’s why:

• It allows us to create pre-recorded questions with time limits and retake options
• Candidates can record their answers on their own time—anywhere, in English or French
• It offers email reminders and lets us track who has opened their invitation
• Our team can collaborate in reviewing the interviews
• And best of all, it’s simple, intuitive, and efficient—exactly what small advisory teams need

Hireflix lets us be respectful of the candidate’s time and deliver a seamless experience that reflects well on our clients’ brands.

A Strategic Partner in Your Corner

Hiring is just one of the many ways I add value as a Fractional COO. The real benefit is in having a seasoned strategic partner in your corner—someone who helps you lead, grow, and scale without burnout or bottlenecks.

Whether it’s hiring, succession planning, or streamlining operations, my job is to build the business behind the advice.

Let’s Build the Business Behind Your Advice

If you’re a financial advisor firm owner or agency leader with a team of five to ten (or more), let’s talk. You don’t have to figure out leadership, hiring, or systems all on your own.

Schedule a Complimentary Strategy Call with Simon Reilly