JC Abusaid provides a roadmap for other RIA firms to learn from and follow as they look to expand their talent base.
By Mark Bruno, WealthManagement.com featuring JC Abusaid, CEO/President
Building an RIA firm that can successfully attract, retain and develop top talent—and ultimately become the “RIA of choice” in a specific market—is no easy feat. But one firm, Halbert Hargrove, for years has been building bridges from G1 to G2 and even G3 talent. In the process the firm’s experiences has created a bit of a roadmap for other RIA firms to learn from and follow as they look to expand their talent base.
In this episode of the RIA Edge podcast, JC Abusaid, the president and CEO of Halbert Hargrove, talks with Mark Bruno, managing director, wealth management at Informa Connect, about the key lessons learned from the firm’s organic growth and human capital growth. Specifically, Mark and JC discuss:
- The importance of internships and structured programs to develop talent
- Designing a firm that is structured to grow organically—with consistency—across the organization
- The importance of advanced succession planning
- How firms can successfully expand their networks and attract new talent
RIA Edge Podcast: JC Abusaid on Building the ‘RIA of Choice’ (wealthmanagement.com)
