The Connected Advisor
Getting Real About Recruiting Advisors – FINTRX + Milemarker Workshop
Finding the Right Fit
Every advisor is unique. Their hopes, dreams, ambitions—they all vary. Their values? Not always aligned. And if you’re not careful, you can waste countless hours (and dollars) recruiting the wrong people.
Featuring
Russ D'Argento, Founder & CEO of FINTRX
Jud Mackrill, Co-Founder, Milemarker
Jessica Perez, VP of Growth, Milemarker
Strategic Recruiting
In this session,we’ll cover::
✅ How to use FINTRX data to identify advisors who truly fit your firm
✅ The best tactics I’ve used to help scale some of the largest wealth management firms in the country
✅ How firms are leveraging data right now to drive growth
✅ The role of third-party consultants—when they’re helpful and when they distance you too much from the right audiences and a proper sales channel
If you’re serious about building a team that aligns with your firm’s goals, don’t miss this opportunity to learn how to recruit smarter and scale faster.
