The Perfect RIA

Recruitment Strategies and Talent Retention with Guest Yosef Colish


Listen Later

Matt is joined by Yosef Colish from Leah Yosef International, an experienced executive recruiter specializing in the financial advisory sector, for a deep dive into the world of talent acquisition and retention. Yosef shares his extensive knowledge of effective communication strategies and perfect timing when reaching out to potential candidates. Learn about building a continuous talent pipeline, where the focus is on finding the right fit rather than just filling positions. Discover the significance of organizational vision and how it ties into successful recruitment. Yosef emphasizes the importance of conveying your firm's values and goals to attract individuals who align with your vision and shares the transformative impact of mentorship and equity ownership on employee satisfaction and loyalty.

https://bit.ly/3RD32vz

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Investing Insights by Morningstar

Investing Insights

523 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

195 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,355 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

286 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

791 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,027 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

260 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,121 Listeners

The Long View by Morningstar

The Long View

921 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Ask The Compound by The Compound

Ask The Compound

339 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

151 Listeners