Evolving Clientele and Service Standards in Financial Advisory

Kevin Leahy is the CEO of Connecticut Wealth Management, an RIA based out of Connecticut that oversees approximately $4 billion in assets under management for 1,100 households. Kevin's firm stands out for its systematized training program designed to onboard and develop young talent straight out of college, effectively maintaining a robust advisory talent pipeline. This approach has supported the firm through organic growth and strategic acquisitions, ensuring a smooth transition of clients from retiring advisors to new ones, all while keeping a low client-to-advisor ratio of 35-to-1.

Listen in as Kevin shares how his firm's structured new hire training program starts with comprehensive initial training on systems and financial planning processes, followed by a focus on enhancing client communication skills. He also discusses sourcing new talent from a vetted internship program and how hiring in cohorts optimizes learning and integration. You'll also learn about the interview process Kevin's firm uses with veteran advisors, how his firm is able to maintain its core values as it grows, and more. 

For show notes and more visit: https://www.kitces.com/413