How one small firm swapped recruitment for an in-house talent pool

Wealth Matters outlines its in-house talent development strategy

Hope William-Smith
clock • 3 min read

A clear action plan on how grassroots talent can be brought into planning firms and retained is key for firms looking to grow sustainability outside traditional recruitment norms, Wealth Matters says.

Speaking today (6 October) at the Chartered Institute for Securities & Investment's Financial Planning Conference 2022, chief executive and Chartered financial planner Julian Gilbert outlined his own experience of growing a small firm and the lessons he hoped other firms could learn from. For IFAs looking to grow their businesses in-house, Gilbert said it is vital they have a clear plan to recruit, train and retain talent as well as to suitably remunerate. Taking on graduates on a specific programme, or even interns, can be key ways to develop your firm from the ground up rather than ...

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