How to Leverage Outsourcing to Hire During the Great Resignation

September 01, 2022

Over 4.3 million workers resigned from their jobs in February 2022 alone in what has become the greatest labor shortage in history. As the Great Resignation continues to make hiring and retaining associates difficult, it’s more important than ever for advisors to consider outsourcing as a possibility to attract and retain talent.

Our guide will show you why effective hiring starts with identifying core values and how outsourcing can help you attract the right talent for your firm.

Key insights include:

• Why effective hiring begins with defining your purpose, values, and culture
• How to attract talent that aligns with your unique values
• The importance of developing a strategic hiring process during the Great Resignation
• How investing in your talent using training courses and development programs can help you retain talented associates

Download the White Paper

Advisors After Transition Increase Assets Under Advisement by 30% on Average

August 08, 2022

Interested in finding a new firm, but worried about the complexity and uncertainty that comes with the transition process? Stop letting fear of the unknown prevent you from taking control of your future.

Gain access to our transition guide to ask the critical questions of your potential transition team, so you can feel confident in their ability to help you through your journey.

Download to learn:

• A professional strategy for evaluating the transition services provided by potential partner firms
• How to find a partner who can meet your current and future needs
• What you need in a firm to avoid client disruption and quickly get back to business

Download the White Paper

Asking the Right Questions of Your Next Transition Team

May 31, 2022

Interested in finding a new firm, but worried about the complexity and uncertainty that comes with the transition process? Stop letting fear of the unknown prevent you from taking control of your future.

Gain access to our transition guide to ask the critical questions of your potential transition team, so you can feel confident in their ability to help you through your journey.

Download to learn:

• A professional strategy for evaluating the transition services provided by potential partner firms
• How to find a partner who can meet your current and future needs
• What you need in a firm to avoid client disruption and quickly get back to business

Download the White Paper

Remain Relevant with Next Generation Investors

November 18, 2021

The Great Wealth Transfer is here. An unprecedented $68 trillion¹ is expected to pass from aging baby boomers to their heirs over the next 25 years. Are you prepared for the rapidly changing market?

Find out how you can position your business for future success by meeting the needs of younger investors, including:

• How do you appeal to a younger clientele?
• How likely is an heir to change financial professionals after inheriting wealth?
• How do you adapt your approach to meet the needs of the next generation?

Download the White Paper