Case Study - Recruiting is an Art. How Do Wealth Firms Make It a Science?
Date & Time
Thursday, October 12, 2023, 12:50 PM - 1:25 PM

Recruiting is an art. How can it become more of a science? What marketing tactics and tools are needed? What needs to be done within the recruiting framework? This is obviously an involved process. How are firms getting their arms around balancing process and technology driven activities with the relationship / personal element of recruiting? How and what content should be weaved into the messaging / positioning? How is understanding the needs of the customer align with the wants of the recruited advisor? How does reporting weave into the mix? What is missing from today’s recruiting exercise?