Episode 23 · Dec 5, 2023 · 49 min
Building, Managing, and Retaining High-Performance Wealth Management Teams with Carolyn Armitage
About this episode
Listen to this week’s episode.
Episode 023
In this week’s episode of Milemarker’s Next Mile Podcast, Carolyn Armitage, CEO of True Circle Organization, joins me for a great conversation.
A serial builder of independent wealth management firms, Carolyn provides insights into the challenges and opportunities facing firms that want to grow. She discusses the need for firms to create an environment that allows employees to show up as their authentic selves and provides opportunities for growth and development to attract and retain top talent.
Key takeaways from the episode:
Hiring the right people is a key element for success in wealth management, as is building and leading teams.
Managing employees is a skill set that may require outside help.
The workforce is changing, and organizations need to adapt to the needs and expectations of millennials and Gen Z employees.
Keep listening
Building a Boutique at Scale with Leah Sciabarrasi
Leah Sciabarrasi, Crestwood Advisors
The Power of Radical Hospitality in Financial Advice with Libby Buckley
Libby Buckley, Parable Wealth Partners
How Behavioral Data Creates Better Client Relationships with Julie Littlechild
Julie Littlechild, Absolute Engagement
