For executives at independent broker-dealers, RIAs, and custodians these are some urgent times. With nearly 40% of the current advisor population now age 60+ and the flow of new, young advisors to replace these soon to be retired folks slowing, it's fair to assume that recruiting is at the top of the priority list for most firms.
In this episode of the Modern Financial Advisor podcast, Terry Mullen, CEO and Co-Founder of Truelytics joins me once again for a deep-dive conversation on the state of recruiting in the wealth management industry. Terry also shares his vision for asset preservation through a systematic approach to succession planning and continuity preparedness.
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Resources Related to this Episode:
- Podcast Episodes to Listen To
- Modern Financial Advisor Articles to Read
- TrueRecruit - The financial advisor recruiting process is about to become much easier and effective for broker-dealers, RIAs, and custodians.
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