Welcome to the first episode of Zomi Wealthcast, hosted by Jordan Venter—an individual who is eager and inquisitive to learn all that there is in the financial services. In this kickoff interview, we’re joined by Charles Walker, Founder and CEO of Focus Selection, a top-tier financial services recruitment firm established in 2003. Drawing on 20+ years of industry expertise, Charles offers invaluable insights into building a successful career in wealth management, navigating regulatory changes, and mastering recruitment best practices.

In this episode, you’ll learn about:

• Charles’s journey from the Air Force to launching his own recruitment company
• How RDR and Consumer Duty transformed the financial advice landscape
• Strategies for hiring and retaining top talent in today’s competitive market
• The growing influence of AI and technology on financial services
• The future of financial advisory careers—insights on M&A and generational wealth transfer
• Key attributes firms look for in aspiring financial advisers and support staff
• Whether you’re an aspiring financial adviser, a seasoned professional, or simply intrigued by the world of wealth management, this conversation is packed with actionable advice and forward-looking perspectives.

Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends—helping you thrive in the fast-evolving financial services sector.

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Disclaimer:

The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.