Carolyn Armitage: Competing for Talent in a Shrinking Advisor Pool

Attracting new clients is often a top priority for growing RIAs, but the competitive and aging wealth management landscape also means its critical for firms to attract and retain talent.¹ 

Human capital can play a key role in building enterprise value, according to Carolyn Armitage, Founder and CEO of RIA Circle^TM and Wealth Management Consulting, LLC  (formerly known as Carolyn Armitage Consulting).

In this episode, Armitage joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how an RIA could assemble and retain a team that helps capitalize on the growth opportunities that lie ahead. 

Listen as they explore: 

• Hiring strategies that may help RIAs position themselves for growth
• Practical steps for building and leading high-performing teams
• Ways to potentially avoid hiring the wrong people and help retain key players 
  

Carolyn Armitage, RIA Circle^TM, and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting) are not affiliates of TradePMR.

¹ The Financial Advisor Industry Has a Headcount Problem, Cerulli. Published Jan.16, 2024.