Getting Real About Recruiting Advisors
Date
February 26, 2025
Venue
Online / Virtual Workshop
Location
Virtual
This workshop has already aired. The full recording is available on request.
FINTRX and Milemarker on recruiting advisors who genuinely fit — using advisor data to find them, the tactics behind scaling some of the largest wealth management firms, and when third-party consultants help versus get in the way.
Featuring
Russ D'Argento, Founder & CEO of FINTRX
Jud Mackrill, CEO & Cofounder, Milemarker
Jessica Perez, VP of Growth, Milemarker
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