Building, Managing, and Retaining High-Performance Wealth Management Teams

Carolyn shares her journey of starting a nonprofit organization and also emphasizes the significance of building and leading teams in the wealth management industry.

Author

Kyle Van Pelt
December 05, 2023

Building, Managing, and Retaining High-Performance Wealth Management Teams with Carolyn Armitage

Episode 023: In this week’s episode of Milemarker’s The Connected Advisor Podcast, Carolyn Armitage, CEO of True Circle Organization, joins me for a great conversation.

A serial builder of independent wealth management firms, Carolyn provides insights into the challenges and opportunities facing firms that want to grow. She discusses the need for firms to create an environment that allows employees to show up as their authentic selves and provides opportunities for growth and development to attract and retain top talent.

Key takeaways from the episode:

  1. Hiring the right people is a key element for success in wealth management, as is building and leading teams.

  2. Managing employees is a skill set that may require outside help.

  3. The workforce is changing, and organizations need to adapt to the needs and expectations of millennials and Gen Z employees.

The episode is available now on your favorite podcast platform:

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt