A lot is said about the generational shifts in wealth management.
But what is often not discussed as deeply is the shifting demographics of advisors themselves.
At Silverline, the wealth management firms we work with have routinely identified hiring and developing effective advisors as the largest overall challenge in their business. Effective recruiting and onboarding of advisors, along with reducing the time it takes for those advisors to effectively serve their clients and close new business, will be critical for wealth managers to exert their market presence.
Learn how we partner with wealth firms to incorporate effective recruiting and onboarding best practices into the Salesforce platform to maximize the potential for success — and the long-term ROI on advisors.