Emigrant Partners’ Post

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The top two discussions points at the 2024 Emigrant Partners Leadership Summit earlier this month were clear: 1. The evolution of growth opportunities in the wealth management industry 2. The continuous development and addition of new talent While many firms emphasize the importance of growth, often overlooked is the role that truly strategic growth can play in helping firms attract and retain talent. At our EP Leadership Summit, Mark Bruno talked with Tom Fields, CFP® about how growing firms are becoming a 'destination' for top talent - a topic that will be explored in more detail on an upcoming episode of Emigrant Partners podcast, RIA+. https://lnkd.in/esCeRpK5

Mark Bruno

Managing Director, Head of Strategic Advisory, Emigrant Partners

5mo

Tom Fields, CFP® thank you for taking the time to side-bar on something that, collectively, we do not talk about enough as an industry.

Stacy Havener

Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host

5mo

Whoa video quality on POINT team!!! Fantastic!

Jennifer Souza

Financial Services Executive | Asset & Wealth Management

5mo

Well said Mark Bruno! And a special thanks to Fynancial’s Tom Fields, CFP® for capturing the energy of Emigrant Partners Leadship Summit. Great to have you there with us!

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