How the Best Wealth Management Firms Attract and Retain Talent

People Are Your Competitive Advantage

Your greatest differentiator isn’t your tech stack or AUM—it’s your team. To attract and retain talent, Lisa Crafford believes the most successful wealth management firms know this and make strategic investments in their people.

Build a Culture That Drives Retention

Top firms don’t just hire talent—they create environments where talent thrives. That means clarity, coaching, and continued learning.

✅ Career Pathways – Offer structured opportunities for growth so employees can envision their future at the firm.

✅ Mentorship Programs – Connect next-gen advisors with seasoned professionals to accelerate learning and deepen engagement.

✅ Ongoing Training – Equip teams with the tools to stay ahead of industry trends and client expectations.

Talent Drives Trust—and Growth

When employees feel valued and supported, they deliver better service, build stronger client relationships, and contribute to long-term firm success.

The Bottom Line

Firms that prioritize talent aren’t just building teams—they’re building legacies.

These insights are inspired by The Connected Advisor podcast featuring Lisa Crafford, Managing Director & Head of Advisory at Constellation Wealth Capital. Listen to the full episode here and explore more articles in this series.