Financial advice is the foundation for client success, but knowing where to start is often difficult.
The Future Ready Firm — Human Capital Strategy: 3 Things You Need To Know About Next Generation Talent
The best firms have the best people and to make that happen, many top firms are hiring and developing talent internally to drive the long-term health, sustainability and value of their businesses. While people are your most important asset, they are also the most expensive part of the business. This means you need to enact strategies to develop the next generation of talent that align human capital with your firm’s overall vision.
Join this complimentary webcast to discover how to manage your team and unlock the potential of your people (current and future) – all while elevating the overall client experience. You will leave understanding:
- How to maintain your vision while managing operating costs and healthy profitability
- Ways to develop next generation talent while improving the overall client experience with multi-generational talent
- Why the right approach leads to greater capacity, quality organic growth, and a healthier, more sustainable (future ready) and valuable business
REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)
|Brent Weiss, Co-Founder and Chief Evangelist, Facet Wealth
As a founding member of Facet Wealth, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial life planning experience, ensures consistent brand messaging internally and in the industry, and acts as a champion and advocate for the financial planning profession. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead planner, chaired the investment committee, and coached and mentored next-generation advisors. As a believer in the empowering effects of financial planning on improving overall financial health and wellness, Brent is an ambassador for innovative next-generation planning solutions and the technology that will enable greater access.
|Philip Palaveev, Owner & CEO, The Ensemble Practice LLC
Philip Palaveev is an industry expert focused on creating team-based financial advisory businesses aimed for sustained growth, profitability and value. Philip is the owner and CEO of The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice. Prior to launching The Ensemble Practice, Philip served as president of Fusion Advisor Network, a network of independent advisors that changed the way broker-dealers deliver business management and camaraderie to their clients. Prior to his time there, Philip was a principal at Moss Adams LLP, an accounting and consulting firm with industry-leading expertise in practice management. Philip has authored two books: The Ensemble Practice, which explores the process of building a multi-professional enterprise, and G2: Building the Next Generation, a guide to accelerating the careers of future advisory firm leaders. He is also known for his industry research papers and articles, frequently speaks at industry conferences and contributes regularly to industry blogs.