The Recruiter
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The Recruiter
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Not everyone takes a traditional path into financial advising. When building your team, how can you make sure you're finding the best people to meet your firm’s needs? We talk with Jeff Wheeler of The Wealth Collaborative in Westlake Village, California, about how his prior career as a lawyer has shaped his perspective as an RIA. Then, Kate Healy of TD Ameritrade Institutional joins to share tips for how RIAs can make sure they are looking beyond their typical networks to hire diverse talent for their firms.
At an RIA firm, your people are your most important assets. Download our guide for insights into your next hiring decision here.
Guests:
Jeff Wheeler, The Wealth Collaborative
Kate Healy, TD Ameritrade
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