Here’s How Advisor Businesses Are Finding Great Talent Now

In the wealth management business, if you ask leaders to name their biggest business problem, you’ll likely hear the same answer: Recruiting talent. In this article by Barron’s,  Steve Garmhausen checked in with a few firms that have made good hires recently, including Concurrent, and asked them: “Where did you find your most recent hires?”

Casey Bates, Managing Director of Strategy and Growth at Concurrent, emphasizes the effectiveness of leveraging existing networks of employees and executives. Casey highlights that some of our best hires were not actively seeking employment but were connected through past colleagues or acquaintances. By tapping into our network, we were able to fill roles more quickly and identify candidates who may not have been actively looking for jobs. Casey cites specific examples of recent hires who came through these network connections, demonstrating the value of leveraging existing relationships in talent acquisition.Top of FormBottom of Form

Read the full article here.


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The Wealth Stewards Aligns with Concurrent

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and