I spoke with a financial advisor this week who is being compensated at 15% of gross revenue on the book of clients they are servicing with $100M in AUM. The retention rate from their efforts is over 90%. Firms can and should do better by paying a higher rate to key employees like this.
If this sounds familiar, then we should talk. @FAMatch
As a male ally of @FemalesNFinance, our CEO @ryanshanks understands the concerns and needs of female advisors. Ask @BionicSocialite about Ryan’s integrity and outlook on the industry.
All you have to do is scan the QR code below to call or email Ryan.
This week on The Customer Wins, Rich Walker talks with Ryan Shanks, CEO of FA Match.
With 22+ years in #financialservices, Ryan shares valuable insights from his career. Learn how to navigate #transitions from a seasoned expert!
Tune in: https://t.co/QGViKmAq5C
"FA Match made it possible for me to speak directly to the founders/CEOs and determine if the partnership would be the right fit."
Henry Breakaway Advisor | Florida
Recruiting Readiness Assessment by @FAMatch
In this 30 day engagement, we help analyze your firm’s offering to ensure you can compete. #wealthmanagement#recruiting#talent https://t.co/B7FeTkNJeO
It's a people business, so we decided to standardize compatibility with the @FAMatch Advisor Match™ algorithm so that financial advisors can focus on talking to firms who can actually solve their problems. Come give us a test drive! #wealthmanagement#financialadvisor #compatibility #confidentiality #career #jobs
It's a people business and FA Match is simply accelerating the matching process with our proprietary Advisor Match™ algorithm. #wealthmanagement#financialadvisor