How to Find, Manage and Retain Millennial Financial Advisors and Team Members with Jarrod Upton and Brandon Moss

Between Now and Success · Sep 27, 2015 · 52m

In this fourth and final episode in the millennial advisor series, we discuss an area that was not addressed with our previous guests.

The other guests were all running their own independent RIAs and generally targeting other young professionals with non-traditional business and pricing models.

But what about millennial advisors who are pursuing a traditional career within a well-established RIA? What's their story? How are the established RIAs finding, managing, and retaining talented young advisors in their business?

To find out, I dialed up my friends at United Capital, one of the…