Name: When Hiring, Culture and Core Values Have to Align
Uploaded: 2025-12-12T15:00:00Z
Duration: 1 min 38 s
Description: “I wasn’t clear early on about our core values and our culture and that caused me to hire, at times, the wrong people,” says Troy Nelson, a private wealth advisor with Edward Jones.

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“I wasn’t clear early on about our core values and our culture and that caused me to hire, at times, the wrong people,” says Troy Nelson, a private wealth advisor with Edward Jones.

https://m.wsj.net/video/20251210/5d4edd6e-8a30-4fe4-ba32-56fb8a24c1b8/2/hls/manifest-hd-wifi.m3u8

When Hiring, Culture and Core Values Have to Align

I wasn't clear early on on our core values in our culture. Right? And that caused me to hire at times the wrong people. So let me start with our hiring process, 'cause I've totally changed that up. First and foremost, it has to be a culture and core values fit. So we have an expert in the home office who knows our culture and our core values. She's the best in the home office. She does all of our interviews. If it's a go from her, my chief operating officer is next. If it's a go from her, the whole entire team interviews that person. If it's a go from them, I interview that person. And Ray, here's the secret sauce. So I've realized my wife has a really great BS meter. And so she would come into the office in the past, meet a new team member, and that night she'd say, Troy, that's a mis-hire. They're not gonna work.

No kidding.

And she was right 100% of the time. And I'm like, what am I doing? Like she needs to be involved in this process.

Sounds like she could help the whole industry.

She's pretty good. And so the last step of the process, if it's a go from everybody, is my wife and I take them and their spouse or significant other out for dinner to try to get to know them on a deeper level. We wanna see how do they treat the wait staff, how do they talk to their spouse or significant other.

Sure, sure.

And my wife asks really good questions and she can kind of dig deep and see if someone's authentic. And she obviously knows me quite well and what's important so she can say, yeah, that's a fit for your culture and the rest of your team. And she has veto power. And since we've done it that way, I've not had one single mis-hire.