Recorded Webinars

Webinar: Focus on Finance—What does a successful Talent Portfolio look like in tomorrow’s Wealth Management

Originally presented March 2015 

The wealth management business is changing, which will require a significant shift in talent strategy. Addressing this important need affects a number of urgent decisions that wealth management executives face, including:

  • How does the financial advisor of the future differ from today’s top performer?
  • How should firms redefine roles and team structures to deliver an advice-led model?
  • How do I build a ‘talent management portfolio’ strategy to mitigate risk and maximize growth?

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