The Challenge of Attracting Talent While Retaining Advisors

This whitepaper examines issues related to profits and competition that have a direct impact on recruitment, lists the challenges that currently exist, from a need for greater transparency to the emergence of new technologies and streamlined platforms, and discusses methods of attraction and retention that stand a higher chance of working.

It also explains how award-winning CRM solutions like NexJ Systems can help attract and retain advisors through a better understanding and tracking of data, and more efficient data migration and integration.