In a Nutshell: Clear career paths and offering a path to partnership and equity ownership are key ways to attract and retain next generation advisors and advisory firm leaders.
Guests: Lisa Salvi is Vice President of Advisor Services at Charles Schwab, where she oversees business consulting and education offerings, including their one-on-one consulting engagements, the annual RIA Benchmarking Study, and other programs that support the development of advisor talent.
Yonhee Gordon is a principal and Chief Operating Officer of JMG Financial Group just outside of Chicago, which has more than $3.0 billion in assets under management.