It’s no secret that the advisor workforce is aging, and the old ways of recruiting and retaining advisors haven’t been sufficient in meeting demand for new talent in the industry. Some firms have turned to new, unique ways of advisor development and are seeing successful outcomes for their business.
Matt Ransom of Raymond James joins the podcast to discuss today’s advisor demographics and address some of the barriers of entry for those thinking about getting into the field. Plus, he shares how Raymond James’ award-winning* Advisor Mastery Program (AMP) has helped develop new advisors and increased retention rates for the firm.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
*In October 2017, Raymond James’ Practice Management was named a winner in WealthManagement.com’s Industry Awards in the Broker/Dealers: 1000+ Advisors Practice Management category. For more details, visit wealthmanagement.com.
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47 Rise of the quants
46 Complex situations, personalized approaches: Managed accounts
45 Deciphering tax reform: Takeaways for advisors
44 Longer lasting than your gym resolution: Enduring ideas for the New Year
43 Protecting your practice: A cybersecurity roundtable
42 Looking ahead: 2018 Five-Year Outlook
41 Purpose-led productivity: Achieving more with less
40 Evolving your practice: Lessons learned from behind the camera lens
39 What am I paying you for: The evolving pricing models of advice
38 BRIC and mortar: building long-term outcomes with emerging markets
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36 Finding opportunities in 403(b) and other tax-exempt plans: a conversation with OneAmerica’s Kevin Kidwell
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34 The advisor’s guide to buying or selling a practice
33 Managing wealth for same-sex couples
32 CRM2 and the rise of fee-based advising in Canada
31 PR to power your practice
30 Boomerang marketing with Tim Reid
29 Tax and policy implications for tax free fixed income
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