This whitepaper examines issues related to profits and competition that have a direct impact on recruitment, lists the challenges that currently exist, from a need for greater transparency to the emergence of new technologies and streamlined platforms, and discusses methods of attraction and retention that stand a higher chance of working.
It also explains how award-winning CRM solutions like NexJ Systems can help attract and retain advisors through a better understanding and tracking of data, and more efficient data migration and integration.
Topics you will find within this White Paper:
There are a number of routinely published studies that highlight an inevitable shortage of trained advisors. Some peg this figure at between 100,000 and 200,000.
How important is technology to the success of a financial services organization? There are a number of firms The Challenge Of Attracting Talent While Retaining Advisors.
There are a number of methods that are being used by financial services organizations to make increase their own productivity while enhancing client satisfaction.