Recruiting financial advisors to your broker-dealer, OSJ, 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, I am joined by recruiting expert Matthew Bassuk to explore the history of recruiting in the wealth management industry and look at where things are headed.
Resources and Links Mentioned In the Episode:
- The Making of The Wolf of Wall Street - Jon Favreau says there are only two types of stories. Which one is the advisor you are trying to recruit living though at the moment?
- TrueRecruit - How can you make the advisor recruiting process more efficient and effective for your firm and the advisor?
- Modern Financial Advisor Podcast
- Truelytics 2020 - See how we are preparing to help wealth management firms and individual advisors navigate the next decade and beyond.
To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa, SoundCloud, Stitcher, and TuneIn.
Audio Stream
Video Overview
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