MILEMARKER WEBINAR
MILEMARKER WEBINAR
Getting Real About Recruiting Advisors
This workshop has already aired. Request access to the full recording — Russ D'Argento of FINTRX on recruiting advisors who genuinely fit your firm.
Speakers
What you'll learn
What you'll learn
01.
01.
How to use FINTRX data to identify advisors who truly fit your firm
How to unify custodian, CRM, and portfolio data into a single normalized view
How to unify custodian, CRM, and portfolio data into a single normalized view
02.
02.
Tactics used to help scale some of the largest wealth management firms in the country, and how firms are leveraging data right now to drive growth
Automation playbooks that eliminate manual reporting and free advisor time
Automation playbooks that eliminate manual reporting and free advisor time
03.
03.
The role of third-party consultants — when they're helpful, and when they distance you from the right audiences
The infrastructure decisions separating fast-growing firms from the rest
The infrastructure decisions separating fast-growing firms from the rest
About this webinar
About this webinar
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you’re not careful, you can waste countless hours (and dollars) recruiting the wrong people.
If you’re serious about building a team that aligns with your firm’s goals, this session covers how to recruit smarter and scale faster.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you’re not careful, you can waste countless hours (and dollars) recruiting the wrong people.
If you’re serious about building a team that aligns with your firm’s goals, this session covers how to recruit smarter and scale faster.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
About this webinar
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you’re not careful, you can waste countless hours (and dollars) recruiting the wrong people.
If you’re serious about building a team that aligns with your firm’s goals, this session covers how to recruit smarter and scale faster.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
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Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
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Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
