💡 Cultivating Talent: Insights from Innovative Firms 💡
In Episode 073 of The Connected Advisor, host Kyle Van Pelt, CEO and Co-Founder of Milemarker, compiles some of the best insights from 2024 on recruiting and developing top talent in financial services. Featuring contributions from Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny, this episode explores how leading firms are navigating the challenges of the talent landscape and fostering growth for both employees and organizations.
👉 What You’ll Learn in This Episode:
• The roles and skills that firms are prioritizing as they scale.
• How to navigate transitional seasons and keep teams aligned.
• Strategies for improving outcomes for both firms and employees.
• The benefits of innovative programs like Apella Wealth’s residency initiative.
🔥 Key Highlights:
• [00:59] Seth Merrill: Insights on the critical roles firms need to prioritize during growth phases.
• [06:03] Jeff Casey: Best practices for guiding a team through transitional periods.
• [12:36] Alex Goss: How industry trends are shifting to create better outcomes for firms and employees alike.
• [20:33] Patrick Sweeny: An inside look at Apella Wealth’s unique residency program and its impact.
✨ Why Watch?
This episode is packed with actionable strategies for leaders in the financial industry who are striving to attract, retain, and develop top talent while adapting to an evolving market.
📌 Quotes That Resonate:
🗨️ “The key to scaling a firm is understanding which roles will drive the most value and prioritizing those hires.” ~ Seth Merrill
🗨️ “Transitions are inevitable, but having a clear process for alignment makes all the difference.” ~ Jeff Casey
🗨️ “We’re seeing a shift where firms are investing more in their employees’ long-term growth, and it’s paying off for everyone.” ~ Alex Goss
🗨️ “Our residency program isn’t just about training-it’s about creating a pipeline of confident, capable advisors ready to lead.” ~ Patrick Sweeny
🎥 More Episodes:
Discover more episodes and insights into leadership, talent development, and industry innovation at milemarker.co!