The Connected Advisor

Cultivating Talent: Insights from Innovative Firms

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Episode 073: In this episode of The Connected Advisor, Kyle Van Pelt brings together some of the show’s best moments from 2024 discussing how firms are recruiting and developing their talent. Featuring Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny, this episode dives into how great leaders of great firms tackle different aspects of the war for talent.

In this episode:

  • (00:00) - Intro
  • (00:59) - Seth Merrill on what roles he is prioritizing as his firm grows.
  • (06:03) - Jeff Casey on the process of getting through a transitional season.
  •  (12:36) - Alex Goss on how he sees the industry moving for better outcomes for firms and employees.
  • (20:33) - Patrick Sweeny on how Apella Wealth developed a unique residency program.


    • Links 

    • Seth Merrill on LinkedIn
    • The Norden Group
    • Jeffrey Casey on LinkedIn
    • CG Financial Services
    • Alex Goss on LinkedIn
    • NewEdge Capital Group
    • Patrick Sweeny on LinkedIn
    • Apella Wealth


      • Connect with our hosts

      • Milemarker.co
      • Kyle on LinkedIn
      • Jud on LinkedIn


        • Subscribe and stay in touch

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