Leadership Articles

10 Best Podcasts for Financial Professionals
10 Best Podcasts for Financial Professionals

To say that podcasts have become incredibly popular within the past few years is an understatement. According to Edison Research, 62 million Americans listen to podcasts every week. Their popularity is largely due to the depth and breadth of content, from aviation to zen meditation, there is something for everyone. Whether you’re a seasoned podcast […]

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Tips for Effective Investment Program Management
Tips for Effective Investment Program Management

Bank Investment Programs Investment programs continue to provide tremendous value to the financial institution (bank or credit union). Studies have shown that households that own investments through their primary bank or credit union are among the most profitable for the institution. According to Kehrer Bielan, those households have 38% greater checking account balances and 140% greater […]

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5 Ways To Attract and Retain Millennial Advisors
5 Ways To Attract and Retain Millennial Advisors

Millennial Advisors More than one-in-three American labor force participants (35%) are millennials, making them the largest generation in the U.S. labor force, according to a Pew Research Center analysis of U.S. Census Bureau data. Research shows that only about 25% of today’s advisors are under 40, with only about 10% under age 30. Older financial advisors are […]

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Talent Retention: 5 Best Practices to Retain Top-performing Advisors
Talent Retention: 5 Best Practices to Retain Top-performing Advisors

Talent retention remains a significant challenge for investment firms — some lose a financial advisor as soon as a new one is recruited. By focusing on advisor engagement and satisfaction, firms can prevent their top-performing advisors from jumping ship to another firm, taking their expertise and clients with them. In a 2017 financial advisor study […]

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3 Reasons to Focus on Financial Advisor Job Satisfaction
3 Reasons to Focus on Financial Advisor Job Satisfaction

Discover How Satisfied and Engaged Financial Advisors Will Boost Your Firm’s Bottom Line Numerous studies show that an engaged workforce translates to a higher bottom line. This is no different for financial advisors — sales performance management is more than compensation. Employee engagement research by Gallup shows that engagement is highly related to positive business […]

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