Recruiting Tag

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

Sep 5, 2019 |

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

May 15, 2019 |

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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