On the road again with the Gen-Savvy Financial Advisor

Posted On July 28, 2022

When I was asked to propose a half-day program for financial advisors I was happy to dust off the contents of the Gen-Savvy Financial Advisor – update the data, refresh the slides, rehearse the content – and deliver the program at the annual LPL Focus event in Denver. The last time I did two half day programs on the topic with in 2019 with LPL in Boston.

This time I added an hour of content on recruiting and retaining talent. These small-office advisors struggle with finding and retaining talent just like other businesses do. They need some understanding of the issue and some ideas on how to solve the problem. I was happy to offer the best practices I’ve gathered from my radio show – What’s Working with Cam Marston – and play a short and fun game that I pulled from my Leading Multi-Generational Teams workshop to help them with the issue.

The workshop was delivered under an overarching them of “don’t wish it were easier, wish you were better” and “there is the world the way you wish it were and there world the way it is – this is the way to world is.” Each participant left with about a dozen or more documents with more to be sent electronically that they can use in their practice.

Two half-day workshops is exhausting but it is so much easier with an interested audience hungry for content. In the end, I left the workshop room pleased with the day and I got a nice compliment from the meeting room supervisors – every participant circled “excellent” on my evaluations.

Categories: Financial Services, Recruiting, What's Working with Cam Marston