Recruiting Industry Specific Experts, LLC reposted this
Wealth Management Matchmaker™ - A Strategic Recruitment Partner & Advocate to Wealth Management's Finest 🔥, making meaningful connections that impact lives & support growth!🪴
There’s nothing quite like going “home” to do what you love. John C Lopez, CFP® & University of Houston, C.T. Bauer College of Business, thank you for another successful Personal Financial Planning Career Day!
We are proud to formally announce our contribution to “Beyond the Broker”!📕 Founder, CEO & Wealth Management Matchmaker™, Jordan Christa 🫱🏼🫲🏽 will take a deep dive into her strategic approach to matchmaking within the industry. Whether you’re taking your first step into independence or hiring your first team member, it all starts here!
Wealth Management Matchmaker™ - A Strategic Recruitment Partner & Advocate to Wealth Management's Finest 🔥, making meaningful connections that impact lives & support growth!🪴
What I thought writing my chapter of “Beyond the Broker” would look like VERSUS what it actually looked like! Every time I scheduled time to write, I could barely articulate a sentence. Then, I would go for a walk or turn off my brain, and BAM! Everything I wanted to say would be right there. Stay tuned for more information on the book launch and my fellow authors that are Industry Experts & absolute POWERHOUSES! Coming January 2025. #matchmaker #rias #independence #rise #riseup #risesrp #neversettle Kristen Guerrero Alanah Phillips, MBA Sandy Petty CPA, CGMA, PHR, SHRM-CP Leslie Lipscomb Tricia Brady (Mahoney) Kari Ellis Susan Danzig Cameo Roberson, COO 🧩 Jessica Weaver, CFP®, CDFA®, CFS® Jen Lowery DeBuhr, MSML Darci Smith, MBA Mariam Koril
Did you know that we update our Current Openings every Friday? We're seeking top talent for onsite & remote opportunities with RIAs in California, Connecticut, Florida, Minnesota, Ohio, Pennsylvania, Texas, and Virginia. Check out the full list of openings and job descriptions on our website & apply today! https://lnkd.in/g9FNsg5v
Today, as we commemorate Freedom and African American Emancipation Day, may we also reflect on a period in our history that shaped and continues to influence our society today. Let us recognize the many achievements that we have made together, to build a better tomorrow! #juneteenth #freedom #riseup #emancipation
Independence sure does have a nice ring to it, doesn't it? If you, or someone you know, is thinking about joining the Advisor Migration from the world of big corp banks & BDs into the RIA space, but don’t want the hassle or headache of overhead, managing technology, & compliance, you'll want to check out this opportunity! Whether you’re considering a move or simply curious about the opportunities & benefits of joining an RIA, confidentially apply today & connect with expert, Wealth Management Matchmaker™, Jordan Christa 🫱🏼🫲🏽.
Great article with insight to the concerns Advisors have when contemplating a move.
Wealth Management Matchmaker™ - A Strategic Recruitment Partner & Advocate to Wealth Management's Finest 🔥, making meaningful connections that impact lives & support growth!🪴
With a mass exodus of Advisors leaving Wirehouses and IBDs, greatly effecting the RIA space, I found this study fascinating. "32% of IBD advisors have contemplated establishing their own independent RIA in the past year, driven by the prospects of higher payouts, greater autonomy, and a more personable working environment." While "46% of advisors view the operational responsibilities—such as managing technology, staffing, and compliance—as major hurdles". I'd love feedback & personal stories from your transitions as well!
The most expensive hire is the wrong one. Hiring to fill a void within a boutique RIA is imperative in ensuring operations & compliance are properly maintained without compromising high caliber client service! Are you hiring? Here are Six Common Hiring Mistakes you’ll want to avoid from CEO & Founder, Jordan Christa 🫱🏼🫲🏽!
Senior Professor of Practice-Personal Financial Planning
5moGreat to see you, Jordan. And thank you for your continuing support of our students and our program.