The Wealth Management Firm of the Future: How to Become the Employer of Choice With Lisa Crafford

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As advisory firms continue to grow at a rapid pace, it is more important now than ever to source and retain the best talent. But how can wealth management firms become “the employer of choice” in 2023?

In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, speaks with Lisa Crafford, MBA, director and head of business consulting at BNY Mellon | Pershing, on best practices to hire young talent as well as training existing employees for future leadership.

Mark and Lisa discuss:

• How to think outside the box to find the right-fit employees for entry-level positions;
• How compensation packages have evolved (it is not just about the paycheck anymore!);
• The importance of equity-sharing programs and partnership opportunities; and
• Recent developments in the “NEXT: Wealth Management Firm of the Future” research.

Listen to the NEXT Podcast