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Kevin Leahy
CEO of Connecticut Wealth Management, an RIA managing approximately $4 billion in assets. Known for building a systematized internal advisor training program.
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23 snips
Nov 26, 2024
• 1h 30min
Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm with Kevin Leahy
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Kevin Leahy, CEO of Connecticut Wealth Management, shares insights from his firm's innovative training program that successfully nurtures talent straight from college. He emphasizes the importance of structured onboarding, focusing on both technical skills and communication. Leahy discusses the challenges of attracting younger advisors amid retirements and highlights the benefits of hiring in cohorts. He also elaborates on maintaining core values during growth and fostering strong client relationships, showcasing how effective training can create a robust advisory talent pipeline.
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