40 Min.
Portfolio Podcast Episode 15: Recruitment & Retention Strategies With Cerulli Associates BISA Portfolio Podcast
-
- Geldanlage
In this episode of the BISA Portfolio Podcast, John Olerio of Webster Investments, chair of the BISA Research Committee, speaks with Chayce Horton and Asher Cheses of Cerulli Associates. Recently, BISA commissioned a study through Cerulli that showcases trends and strategies for recruiting and retaining advisors throughout their careers. In this podcast, they discuss some of the study's key takeaways, including:
What's making recruitment difficult right nowThe key benefits of the bank and credit union space for advisorsStrategies for developing junior advisors and supporting all advisorsWhy referrals matterWhat makes advisors stayPreparing for succession planning
To access the full BISA/Cerulli whitepaper for free, visit here.
BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.
Visit the Portfolio content hub Become a BISA member
In this episode of the BISA Portfolio Podcast, John Olerio of Webster Investments, chair of the BISA Research Committee, speaks with Chayce Horton and Asher Cheses of Cerulli Associates. Recently, BISA commissioned a study through Cerulli that showcases trends and strategies for recruiting and retaining advisors throughout their careers. In this podcast, they discuss some of the study's key takeaways, including:
What's making recruitment difficult right nowThe key benefits of the bank and credit union space for advisorsStrategies for developing junior advisors and supporting all advisorsWhy referrals matterWhat makes advisors stayPreparing for succession planning
To access the full BISA/Cerulli whitepaper for free, visit here.
BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.
Visit the Portfolio content hub Become a BISA member
40 Min.