Emigrant Partners reposted this
There's frequent talk about the intense competition for talent in the RIA industry. But we rarely hear in-depth from the firms and leaders who are quietly - and successfully - attracting, developing and retaining NextGen talent with the goal of building a "forever firm." That is the No. 1 reason I wanted to have Charlie Rocco from MONECO Advisors, on this episode of RIA+, which is now available on all podcast platforms. Charlie and I dove deep into the talent and human capital approaches at Moneco, which joined the Emigrant Partners roughly one year ago. The firm has experienced some incredible growth through a mix of organic and inorganic strategies - and ultimately, talent has been at the core of its growth engine. Enjoy episode 10 of RIA+: https://lnkd.in/ez9_8mjk #wealthmanagement #RIA
Great topic! Look forward to listening.
Financial Services Executive | Asset & Wealth Management
4moCharlie Rocco and Mark Bruno - great conversation about MONECO Advisors' trajectory to the firm it is today. Charlie, your comments about leveraging the "collective intelligence" of your advisors were thought-provoking. A lot to learn from your experience building a differentiated, talent-focused business!