Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
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Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
Advisor NextGen Talent Sourcing and Training Strategies (Ep. 11)
The Fine Print
51 minutes 38 seconds
2 years ago
Advisor NextGen Talent Sourcing and Training Strategies (Ep. 11)
The financial advisory industry is currently facing a significant challenge. The average age of advisors is increasing, and there is a pressing need for new talent. Many advisors struggle with building a team and transitioning their businesses to the next generation.In this episode David Grau Jr. interviews Jon Randall, an advisor and consultant, about the importance of finding, training, and compensating next generation advisors in the financial advisory industry. They discuss the challenges of building a team and transitioning businesses to the next generation, emphasizing the need for training programs focused on the business owner aspect. They also explore the benefits of hiring and training raw talent, as well as the importance of incentives and clear career paths in retaining talent. David and Jon discuss: * Benefits of homegrown talent and training individuals in-house* Strategies for finding and attracting talent, including networking events and internships* The importance of offering competitive salaries and incentives to attract and retain talent* The need for a clear career path and advancement opportunities within a firm* Training and developing junior advisors, including specialization and working in teams* The challenge of founders letting go and allowing junior advisors to take the lead* And more! Resources:* LinkedIn: Jon Randall (https://www.linkedin.com/in/jonrandallcmc/)* XFA Coach (https://www.xfa.coach/)Connect with David Grau Jr.:* Succession Resource Group (https://www.successionresource.com/david-grau-jr)* LinkedIn: David Grau Jr, MBA (https://www.linkedin.com/in/davidgraujr/) * david.graujr@successionresourcegroup.com (mailto:david.graujr@successionresourcegroup.com) About our Guest: XFA.COACH – eXtraordinary Financial Advisors is a distinctive coaching and consulting firm committed to providing financial advisors a specialized and proven approach to eXtraordinary growth and profitability.
The Fine Print
Are you an independent financial advisor managing your own practice? Stay ahead of the game with SRG's "The Fine Print" podcast where Succession Resource Group's experts dive deep into the latest industry trends, recommendations, and observations.
With no fluff and a touch of entertainment, we provide valuable insights on understanding and leveraging the value of your business, growing your business through optimized organizational structures and deals, improving and protecting your business for sustainability, and preparing for retirement to maximize results.
Each episode brings a fresh perspective to industry trends, empowering you to achieve your business goals. So grab your favorite beverage and join us on SRG Off Script for expert advice on managing your financial services practice.
