Yosef

Poach Proof Your RIA

About Yosef Colish

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So far Yosef Colish has created 54 blog entries.

The Challenge of Finding Specialized Talent in Investment Management

As the saying goes, "A chain is only as strong as its weakest link," in investment management, you're well aware that the weakest link could very well be the lack of specialized talent. You're facing ...

2024-01-15T11:09:45-06:00January 15th, 2024|

Fintech Recruitment: Strategies for Attracting and Retaining Top Tech Talent

In the fiercely competitive world of fintech, attracting the caliber of tech talent capable of launching your company into the stratosphere is akin to finding a diamond in a sprawling digital minefield. You're operating in ...

2024-01-12T14:08:33-06:00January 12th, 2024|

The Future of Wealth Management: How Recruitment Trends Are Shaping the Industry

As you consider the coincidence of your career trajectory intersecting with the transformative period in wealth management recruiting, it's clear that the industry's future is discreetly yet decisively sculpted by current recruitment trends. You're witnessing ...

2024-01-15T10:38:01-06:00December 19th, 2023|

Bridging the Skills Gap: Innovative Recruitment Strategies in Wealth Management

As the financial landscape rapidly evolves, you find yourself at the helm of a ship navigating through the foggy waters of a widening skills gap in wealth management. You're tasked with the crucial mission of ...

2024-01-15T10:03:50-06:00December 15th, 2023|

Private Wealth Recruitment: Understanding the Needs of Elite Clients

Imagine you hold the key to the most impenetrable vault in the world, where wealth and the deepest needs and desires of the elite are safeguarded. As a private wealth recruiter, it's your task to ...

2024-01-15T08:08:30-06:00December 2nd, 2023|

7 Wealth Management Interview Questions You Need to Know

In the world of wealth management, the ability to navigate the complexities of financial planning and investment strategies is paramount. To excel in this field, it is essential for professionals to possess a comprehensive understanding ...

2023-11-29T10:43:20-06:00November 29th, 2023|

What Wealth Recruiters Look for in Hiring a Wealth Advisor

In the competitive world of wealth management, the role of a wealth advisor is crucial in assisting clients in achieving their financial goals. As such, wealth recruiters seek individuals who possess a specific set of ...

2023-11-28T16:14:12-06:00November 15th, 2023|

Chief Operating Officer Vs Chief Financial Officer – Which Career to Pick?

The decision to pursue a career as either a Chief Operating Officer (COO) or a Chief Financial Officer (CFO) requires careful consideration. Both roles are critical in the corporate landscape, but differ in their areas ...

2023-11-28T15:53:24-06:00November 10th, 2023|

Private Wealth Interview Questions – Most Important You Should Know

Did you know 71% of wealth managers feel unprepared for their interviews? Don't be part of that statistic. We've got you covered! With this guide, you'll prep for your private wealth management interview like a ...

2023-10-18T16:00:47-05:00October 18th, 2023|