The Connected Advisor 
The Rising Tide 
Cultivating Talent: Insights from FinTech Innovators
Listen to this week’s episode.
Episode 073: In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the show’s best moments from 2024 discussing how firms are recruiting and developing their talent. Featuring Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny, this episode dives into how great leaders of great firms tackle different aspects of the war for talent.
In this episode:
(00:00) – Intro
(00:59) – Seth Merrill on what roles he is prioritizing as his firm grows.
(06:03) – Jeff Casey on the process of getting through a transitional season.
(12:36) – Alex Goss on how he sees the industry moving for better outcomes for firms and employees.
(20:33) – Patrick Sweeny on how Apella Wealth developed a unique residency program.
Links
Connect with our hosts
Subscribe and stay in touch
While there, please don’t forget to Download, Like, and Subscribe.
If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.
Kyle Van Pelt
