The wealth management industry faces a looming advisor shortage, and the firms relying on familiar recruitment tactics to solve it are finding that the old playbook no longer works. At our 2025 Wealth Management Forum, Datos Insights Director, Securities & Investments, Will Trout delivered a keynote exploring what a new approach to talent strategy looks like in practice.
This on-demand session revisits the keynote’s core findings through a conversation with Strategic Advisor Wally Okby, covering the structural forces driving the talent shortage and what wealth management leaders can do to get ahead of it.
After This Session, You’ll Understand:
- Why conventional responses to advisor scarcity can make the problem worse
- Where firms are leaving value on the table across compensation, technology and practice support
- How leading wealth managers are rethinking talent development and advisor productivity
- What a practical path forward looks like, regardless of firm size or resources
