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Keeping Momentum Through the Roadblocks
Keeping Momentum Through the Roadblocks

Keeping Momentum Through the Roadblocks

Doug Heikkinen

Advisorpedia

Published Date

November 10, 2022

Doug Heikkinen of Advisorpedia and Eliza De Pardo discuss talent shortages in the financial services industry and the importance of building the next generation of advisors.

Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Eliza discuss talent shortages in the financial services industry and the importance of the next generation of advisors.

They also discuss:

  1. The path to founding one’s own firm
  2. Human capital related challenges
  3. The talent shortage in the financial services industry
  4. The focus by different firms on culture and the impact technology and the pandemic has had on company
  5. The emergence of quiet quitting, and if its a new term for disengagement or something new
  6. The great resignation and the new requirements and expenses to retain employees
  7. How the next generation of advisors can take the mantle from this generation and continue to grow

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