RIA Edge 100 Roundup: Unlocking Growth Through Career Paths, Equity and Succession

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Welcome to part 4 of the RA Edge 100 Roundup. In this episode, we delve into the critical realm of talent, exploring why a clear career path is vital for recruitment and retention, and where firms stand out or fall behind in this landscape.

As industry demand soars, career pathing remains an underutilized but effective tool. We unravel the complexities of equity, from sell or grant decisions to internal succession planning, offering ideas on funding and navigating valuations, and where equity funding can still be obtained. Plus, hear what research has shown on job recruitment.