Financial Advisor Success

Kelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm’s four core values and foster a strong corporate culture, a critical task as the company expands to 50 employees across 10 offices in the western United States. This growth makes even their in-person offices effectively 'remote' and 'virtual' relative to the leadership at the firm's main headquarters. Listen in as Kelli shares how she has implemented effective communication and relationship-building programs at Halbert Hargrove, including biannual in-person meetings and weekly all-hands sessions to enhance accountability and integrate new hires through a formal two-year mentorship program. She discusses initiatives that reinforce the firm’s core values—like sharing 'Gladiator Stories' and 'Goofs That Give Us Guidance'—and aligns employee bene