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Finding The Right Formula For Advisor Recruitment And Retention
From Wealth Solutions Report
Added on April 2026 in Join an RIA
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Summary: Advisor recruitment and retention remain a challenge across the industry with high attrition numbers; competition for the same pool of talent; and expectations of advisors in terms of compensation, support and career paths. To learn more about these issues, we spoke with Megan Glover, Chief People Officer at EP Wealth Advisors and Connor Sung, Director of Practice Management at eMoney Advisor.
How to implement a successful transition
From InvestmentNews
Added on July 2024 in Join an RIA
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Summary: We are all going to age and, one day, will need to transition out of our profession. This shift can either be smooth and uneventful to our clients, or it can be jarring and unnerving, causing clients to lose confidence and seek out a new advisor.
Why Finding Young Workers Is Easy for This RIA
From Barron's
Added on July 2022 in Join an RIA
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Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”
The 10 Hottest Skillsets in the RIA Business
From ThinkAdvisor
Added on June 2022 in Join an RIA
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Summary: Advisors want to learn how to help protect clients against life, aging and investment risk.They seem to be less interested in learning how to help clients handle more specialized kinds of life challenges.The American College of Financial Services has published data supporting that view of advisors’ goals in a new summary of results from a recent survey of 386 independent advisors at RIA firms
What Makes a Successful Advisor Transition?
From Wealth Management
Added on January 2022 in Join an RIA
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Summary: The most successful advisor transitions occur when all parties are fully focused on the process every step of the way. Transitions have a plethora of moving parts, and without full engagement from the advisory team involved, it becomes increasingly difficult to facilitate the change on your preferred (and in most cases, mission-critical) time line. Here is an example of a recent transition, focusing on two critical keys to success I have gathered from my experience in working with advisors.
