Using Clear Career Paths and Partnership Opportunities to Attract and Retain Next Generation Advisors

Between Now and Success

English - November 19, 2019 04:19 - 39 minutes - 53.1 MB - ★★★★★ - 104 ratings
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In a Nutshell: Clear career paths and offering a path to partnership and equity ownership are key ways to attract and retain next generation advisors and advisory firm leaders.

Guests: Lisa Salvi is Vice President of Advisor Services at Charles Schwab, where she oversees business consulting and education offerings, including their one-on-one consulting engagements, the annual RIA Benchmarking Study, and other programs that support the development of advisor talent.

Yonhee Gordon is a principal and Chief Operating Officer of JMG Financial Group just outside of Chicago, which has more than $3.0 billion in assets under management.