Recruiting financial advisors to your broker-dealer or RIA firm requires an in-depth understanding of what drives the advisor on an emotional level. Changing firms is a big, risky move for an advisor's business and few enter into that decision lightly.
In this episode of the Modern Financial Advisor podcast, Mike Langford is joined by recruiting expert Matthew Bassuk to explore the history of recruiting in the wealth management industry and look at where things are headed.
What Younger Investors Expect Of Their Financial Advisors
How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
Helping Advisors Thrive At Work, At Home, and In Their Community
How To Host A Successful Online Event As A Financial Advisor
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
Financial Advisors Can Finally Embrace Client Testimonials
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Scaling Your Financial Advisory Firm Amid Industry Consolidation
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
How To Ensure Your Wealth Management Firm is "Sale Ready"
Using Compassion As A Tool For Business Growth and Stability
Transitioning a Financial Advisory Business for Continued Growth
How Diversity, Equity, and Inclusion Add Value to a Modern Financial Advisory Business
How Truelytics and Consultants Work Together
Why Financial Advisors Should Teach Financial Literacy
How to Increase the Value of a Financial Advisory Business with Tax Planning Services
How to Build a Niche-Focused Financial Advisory Business that Scales
Navigating Transitions with Jeff Hamaoui of Modern Elder Academy
Why some RIA Firm Purchases Fail and Others Flourish
How to Grow Your Financial Advisory Firm by Acquiring Other Advisors' Books of Business
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