https://youtu.be/Xq6Yihx17YU

https://open.spotify.com/episode/4F5Ju54tFLLmmRevwlEQHp?si=54fe2e436eb04cd1

Listen to this week’s episode.

Episode 073: In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the show’s best moments from 2024 discussing how firms are recruiting and developing their talent. Featuring Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny, this episode dives into how great leaders of great firms tackle different aspects of the war for talent.

In this episode:

(00:00) - Intro

(00:59) - Seth Merrill on what roles he is prioritizing as his firm grows.

(06:03) - Jeff Casey on the process of getting through a transitional season.

 (12:36) - Alex Goss on how he sees the industry moving for better outcomes for firms and employees.

(20:33) - Patrick Sweeny on how Apella Wealth developed a unique residency program.

Links 

Seth Merrill on LinkedIn

The Norden Group

Jeffrey Casey on LinkedIn

CG Financial Services

Alex Goss on LinkedIn

NewEdge Capital Group

Patrick Sweeny on LinkedIn

Apella Wealth

Connect with our hosts

Milemarker.co

Kyle on LinkedIn

Jud on LinkedIn

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Kyle Van Pelt