Keeping Momentum Through the Roadblocks
Doug Heikkinen of Advisorpedia and Eliza De Pardo discuss talent shortages in the financial services industry and the importance of building the next generation of advisors.
Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Eliza discuss talent shortages in the financial services industry and the importance of the next generation of advisors.
They also discuss:
- The path to founding one's own firm
- Human capital related challenges
- The talent shortage in the financial services industry
- The focus by different firms on culture and the impact technology and the pandemic has had on company
- The emergence of quiet quitting, and if it's a new term for disengagement or something new
- The great resignation and the new requirements and expenses to retain employees
- How the next generation of advisors can take the mantle from this generation and continue to grow
January 25, 2025
Partnerships surviving divergent growth goals
Can business partners overcome their incompatible growth aspirations? The answer is yes, but...
October 24, 2024
The sudden, unprecedented leap in client departures
Sure, a $10 trillion business, with aging clients and advisors in an M&A boom, will see slippage, but running accounts on autopilot represents a betrayal that any firm should avoid.
April 4, 2023
RIAs must hold fire on chopping expenses
For RIA executives, the short-term downturn is starting to feel long, and they are ready to reach for the obvious fix - cut expenses and go into survival mode.
March 21, 2023
Practical Growth Strategies For Success
Eliza De Pardo joins the team at Out and About Communications to talk human capital, recruitment practices, M&A and how strong leadership and detailed implementation planning is required for strategic growth initiatives to truly take flight.
September 29, 2022
RIAs need to race to zap COLAs
Paying staff too little, or too much, is always a risk, but 8% inflation and a 20% dip in asset-based revenues from markets magnifies the downside potential of a cost-of-living default alienating talent or killing profits.
July 15, 2022
The Big Squeeze: Leading Through the Talent Crisis
We are an industry fixated on assets. Assets under management, net new assets, asset gathering, asset growth. But have we inadvertently neglected the most valuable asset of all?