In this episode of the BISA Portfolio Podcast, John Olerio of Webster Investments, chair of the BISA Research Committee, speaks with Chayce Horton and Asher Cheses of Cerulli Associates. Recently, BISA commissioned a study through Cerulli that showcases trends and strategies for recruiting and retaining advisors throughout their careers. In this podcast, they discuss some of the study's key takeaways, including:

• What's making recruitment difficult right now
• The key benefits of the bank and credit union space for advisors
• Strategies for developing junior advisors and supporting all advisors
• Why referrals matter
• What makes advisors stay
• Preparing for succession planning

To access the full BISA/Cerulli whitepaper for free, visit here.

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