--- title: "Cultivating Talent: Insights from Innovative Firms" description: "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…" url: https://www.milemarker.co/podcast/cultivating-talent-insights-from-innovative-firms updated: 2024-12-24 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 73 · Dec 24, 2024 · 27 min # Cultivating Talent: Insights from Innovative Firms [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode 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](https://www.linkedin.com/in/smerrillthenordengroup) - [The Norden Group](https://www.thenordengroup.com/) - [Jeffrey Casey on LinkedIn](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) - [CG Financial Services](https://mycgfinancial.com/) - [Alex Goss on LinkedIn](https://www.linkedin.com/in/alexgoss) - [NewEdge Capital Group](https://www.newedgecapitalgroup.com/) - [Patrick Sweeny on LinkedIn](https://www.linkedin.com/in/patrick-sweeny-0039667/) - [Apella Wealth](https://apellawealth.com/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode.](https://open.spotify.com/episode/4F5Ju54tFLLmmRevwlEQHp?si=54fe2e436eb04cd1) 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](https://www.linkedin.com/in/smerrillthenordengroup), [Jeff Casey](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/), [Alex Goss](https://www.linkedin.com/in/alexgoss), and [Patrick Sweeny](https://www.linkedin.com/in/patrick-sweeny-0039667/), 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](https://www.linkedin.com/in/smerrillthenordengroup) [The Norden Group](https://www.thenordengroup.com/) [Jeffrey Casey on LinkedIn](https://www.linkedin.com/in/jeffrey-j-casey-cfp%C2%AE-chfc%C2%AE-aif%C2%AE-81518725b/) [CG Financial Services](https://mycgfinancial.com/) [Alex Goss on LinkedIn](https://www.linkedin.com/in/alexgoss) [NewEdge Capital Group](https://www.newedgecapitalgroup.com/) [Patrick Sweeny on LinkedIn](https://www.linkedin.com/in/patrick-sweeny-0039667/) [Apella Wealth](https://apellawealth.com/) **Connect with our hosts** [Milemarker.co](https://www.milemarker.co/) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) [YouTube](https://youtu.be/Xq6Yihx17YU) **While there, please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. 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