How Top Advisory Firms Are Finding and Retaining the Best Employees

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About This Episode

One of the biggest challenges facing advisory firms is growing their human capital – hiring and retaining the best people. As in any service-oriented profession, there is no substitute for motivated, intelligent workers with a team-oriented attitude. Add to that the facts that the pandemic has expanded the need to communicate with clients in a remote work environment, and the job market has tightened with many more vacancies than workers seeking employment. My guest today will discuss how advisory firms are solving for that human capital challenge.

About Our Guest

Matt Matrisian is senior vice president, chief channel officer at AssetMark. He is responsible for the firm’s practice management and business consulting offering and for developing new strategic initiatives based on advisors’ needs. In overseeing practice management, he develops thought leadership, covering topics such as sustainable growth, acquisition consulting, succession planning support, human capital, and business efficiency.

Show Notes

Here is a link to the AssetMark website, where you can learn more about Matt, his company, and the services it offers. Here is a link to the article, The Rise of the Paraplanner, that was mentioned in this podcast.