Name
Case Study #2 - Recruiting is one of the cornerstone drivers for wealth firm growth. Pre-covid to now, to what extent have you recast your recruiting efforts?
Date & Time
Thursday, October 17, 2024, 9:40 AM - 10:15 AM
Description

Recruiting is one of the cornerstone drivers for wealth firm growth. We live in a changing world where organic growth and technologies are playing a larger role in the process and actions of recruiting. Pre-covid to now, to what extent have you recast your recruiting efforts? How have the key drivers for why an advisor leaves one firm for another firm changed and/or remained the same? Are you tracking/monitoring reasons advisors are joining vs leaving your firm and other firms?  If so, what have you learned? Have the strategies that you use to touch and engage advisors changed? How are technology and communication vehicles supporting your recruiting efforts?