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?