The competition for new and experienced individuals in the RIA channel is at an all-time high. Employees of RIAs have more options and opportunities than ever before — requiring leaders of RIA firms to be acutely focused on the management of human capital, compensation, benefits and retention. 

In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brandon Kawal, Principal of Advisor Growth Strategies, on the keys to attracting, developing and retaining key talent in the RIA industry. 

Specifically, Mark and Brandon discuss:

• How ‘quiet quitting’ has impacted the RIA industry
  
• What can business owners do to increase employee retention and satisfaction levels
  
• Where RIAs can source new talent for new roles 
  
• How RIAs are re-imagining compensation, benefits and rewards
  

Resources:

• RIA Edge Podcast
  

Connect With Mark Bruno:

• WealthManagement.com
  
• LinkedIn: Mark Bruno
  
• Twitter: Mark Bruno
  
• LinkedIn: Informa
  

Connect With Brandon Kawal:

• LinkedIn: Brandon Kawal
  
• Advisor Growth Strategies LLC
  

About Our Guest:

Brandon leads client engagements, thought leadership, and research. He is tasked with bringing insight, creativity, and analytical know-how to collaborate with and help our clients reach new heights.

Brandon enjoys writing about industry challenges and trends, especially all things millennial.  He authors and leads the annual M&A research for “The RIA Deal Room” which was recognized as the Industry Research Initiative of the Year in the 2021 Wealth Management Industry Awards.  Brandon has contributed to major industry publishers such as Wealth Management, Barron’s, Citywire, and ThinkAdvisor.  Brandon has been recognized as a ThinkAdvisor Luminary in Dealmaking and Growth.