Stop Being the Onboarding Department: Build a Process That Doesn’t Rely on You
Release Date: 09/02/2025
The Market Isn’t Too Small. Your Strategy Might Be
Recruiting Conversations
What if you’ve already talked to every LO in your market? What if the pool feels saturated, picked over, or just plain stuck? In this episode of Recruiting Conversations, I’ll show you how to shift your mindset, redefine your opportunity, and build a rhythm that creates traction—even when your list is short. Whether you're in a small town or a crowded metro, this strategy will help you go deeper, not just wider. Episode Breakdown [00:00] Introduction – When your market feels small, what do you do? The answer isn’t volume. It’s clarity [01:00] You’re Not Stuck. You’re Just...
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Small Market, Big Wins: When It Makes Sense to Hire a Recruiter in a Limited Territory
Recruiting Conversations
What if your entire market has fewer than 100 LOs? Is hiring a recruiter still worth it? In this episode of Recruiting Conversations, I walk through the exact framework for determining whether a recruiter is the right move in a small market. I cover the systems, mindset, math, and sequencing that make it work, and share a real-world story of one leader who turned 85 LOs into 9 hires in 12 months. This isn’t about headcount. It’s about mastery, clarity, and building a system that multiplies your time. Episode Breakdown [00:00] The Question – Is it worth hiring a recruiter if I only...
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Recruiting the Inner Circle: How to Win When Outside Voices Influence the Decision
Recruiting Conversations
You’ve been there. The recruit is engaged, the vision is aligned, and then silence. Or worse, hesitation that comes from a spouse, a current manager, or a friend. In this episode of Recruiting Conversations, I unpack one of the most common and misunderstood challenges in recruiting: how to lead when someone else is influencing your recruit behind the scenes. This is the framework I teach leaders to help them stay calm, coach through fear, and win trust without becoming defensive or pushy. Episode Breakdown [00:00] Introduction – The silent deal-breaker: recruits influenced by voices...
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How to Build Certainty When Recruits Feel Stuck
Recruiting Conversations
Ever had a recruiting conversation stall, not because of your offer, but because the recruit says, “I don’t know”? In this episode of Recruiting Conversations, I break down the exact framework I use to move people from fog to clarity. You’ll learn how to coach through indecision, lead with belief, and help recruits see a future they can say yes to. Because the best recruiters aren’t just closers. They’re clarity coaches. Episode Breakdown [00:00] Introduction – The most common stall in recruiting isn’t about money. It’s about uncertainty [01:00] Why Recruits Say...
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Let Them See It: How to Show Recruits What It’s Like to Be on Your Team
Recruiting Conversations
Telling recruits what your team is like isn’t enough anymore. You have to show them. In this episode of Recruiting Conversations, I walk through how to build a content and conversation strategy that gives prospective hires a window into your team, before they ever commit to a call. When done right, this approach creates trust, builds belief, and positions you as the kind of leader worth following. I break it down step by step. Episode Breakdown [00:00] Introduction – Why trust has to be felt, not just pitched [01:00] Visibility and Believability – The new standard in recruiting is...
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They Don’t Need a Pitch. They Need a Pause. The New Recruiting Strategy for Overwhelmed LOs
Recruiting Conversations
Most recruiters are showing up with features, hype, and opportunity. But what burned out producers actually need is relief. In this episode of Recruiting Conversations, I break down how to lead with empathy instead of solutions, how to identify real burnout, and how to open up high-trust conversations with people who are struggling. If you’ve ever felt like you’re talking to a wall when someone is clearly checked out or exhausted, this episode will help you connect instead of convince. Episode Breakdown [00:00] Introduction – Why this isn’t just a recruiting question, it’s a...
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From Rookies to Rainmakers: How to Start Attracting Experienced LOs Without Losing Your Culture
Recruiting Conversations
You’ve built from the ground up. You’ve onboarded rookies, coached them, created a strong culture. But now you’re ready to level up. In this episode of Recruiting Conversations, I walk you through the shift from building internally to attracting experienced Loan Officers—and how to do it without sacrificing the heart of your leadership. This isn’t just a strategy change. It’s an identity shift. And done right, it can unlock faster growth, deeper impact, and a higher-performing team. Episode Breakdown [00:00] Introduction – The moment many leaders face: is it time to pivot from...
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Mine the Gold: Your Best Recruiting Tools Are Already in Your Meetings
Recruiting Conversations
You don’t need more ideas. You just need to capture the ones you’re already saying. In this episode of Recruiting Conversations, I walk through how to turn transcripts, meeting notes, and Zoom recordings into usable content, coaching tools, and recruiting systems. If you’re already leading, already coaching, already solving problems—your best recruiting content is already being created. This episode gives you the step-by-step process for turning those raw conversations into repeatable resources that scale. Episode Breakdown [00:00] Introduction – The question: How do I convert Zoom...
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Don’t Say There’s No One Left: The Market Isn’t Too Small. Your Strategy Is
Recruiting Conversations
Feel like you've already talked to everyone in your market? Think again. In this episode of Recruiting Conversations, I walk you through how to build a solid recruiting list even when your territory feels tapped out. You’ll learn how to segment by pain, not just production, and uncover five overlooked talent pools hiding in plain sight. Most leaders are working from the same spreadsheet. But the best recruiters think differently. They segment. They personalize. They win. Episode Breakdown [00:00] Introduction – Why small-market recruiting isn’t a numbers problem, it’s a perspective...
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Don’t Drift, Design: A Framework for Creating the Outcomes You Actually Want
Recruiting Conversations
Too many leaders wake up one day successful on paper but disconnected from their purpose. In this episode of Recruiting Conversations, I walk you through how to reverse engineer your business and personal life to create outcomes that actually matter to you. This isn’t about hustle. It’s about building with clarity, protecting what matters, and creating rhythms that align with your vision. If you’ve ever felt like you’re moving fast but not sure where it’s taking you, this episode is your reset. Episode Breakdown [00:00] Introduction – Why reverse engineering is the antidote to...
info_outlineIf every new hire feels like it hijacks your entire month, this episode is for you. Today on Recruiting Conversations, I walk you through how to create a structured onboarding system that removes you from the center without removing your presence.
Because if you're still doing 90 percent of the onboarding work yourself, you're not just overwhelmed. You're the bottleneck. But it doesn't have to stay that way.
Episode Breakdown
[00:00] Introduction – Why onboarding feels overwhelming and why that’s actually a systems issue
[01:00] The Real Problem – Leaders treating onboarding like a one-week event instead of a repeatable system
[02:00] Introducing the 4P Framework – People, Process, Playbook, Personalization
[03:00] P1: People
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Assign ownership for tech, CRM, marketing, culture, support
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Move from shared ownership to clear ownership
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Use peer mentors and onboarding coordinators
[03:30] P2: Process -
Map out day 1 through day 90
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Use tools like CRMs, Trello, shared docs to organize the flow
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Filter every step through these questions: Does this build clarity? Confidence? Connection?
[04:30] P3: Playbook -
Document what you say and do so others can repeat it
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Include logins, workflows, rhythm calendars, and short videos
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When it’s not written, it’s not real
[05:30] P4: Personalization -
Welcome notes, calls, gift boxes, and personal check-ins
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Structure creates consistency, personalization creates belief
[06:30] The Pushback – You say you don’t have time to build this. But you don’t have time not to.
[07:00] Start Small – Use your next hire to document everything you already do
[08:00] Beyond Tasks – Onboarding is not just about information. It’s about belief -
Did I make the right decision?
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Do I belong here?
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Can I trust this team?
[08:30] Final Challenge – Build a 30-day onboarding play. Start with what you already do, then improve it
Key Takeaways
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If You’re Doing It All, You’re the Bottleneck – Scale happens when systems replace memory
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Structure Doesn’t Kill Culture – The right systems free you up to lead with presence
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Clarity Creates Confidence – Documented onboarding builds momentum faster than ad hoc training
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Don’t Just Transfer Knowledge – Transfer belief, identity, and purpose
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Use Every Hire to Improve the Process – Each round gives you a better playbook for the next one
The best leaders don’t just recruit well. They onboard with purpose. They build systems that scale their time, protect their culture, and create confident, connected team members from day one.
Need help creating an onboarding system that reflects your leadership and scales with your growth? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let’s remove you as the bottleneck and build a system that lasts.