Today we talk with Carrie Deveney about why talent is the number one strategy for exponential growth in wealth management and how recruiting becomes a long-term system instead of a last-minute scramble. We break down what top candidates look for today, how equity changes the conversation, and why starting sooner protects clients and increases enterprise value.

Key topics discussed in this episode:

• Treating succession planning as a competitive advantage for client retention

• Shifting recruiting from an event to an ongoing growth strategy

• Using training, development, coaching, and mentorship as a clear growth framework

• Sourcing next gen advisors through existing relationships and a clear firm vision

• Using equity and results-based compensation to attract high performers

Follow Elite Achievement for more conversations on leadership and high-level execution.

About Carrie

Carrie Deveney is Director of Growth at Northwestern Mutual Chicago, where she partners with 11 of the firm’s largest advisory practices to drive growth through leadership, recruiting, succession planning, and advisor development. She helped develop the Pathway to Partnership platform to strengthen talent pipelines and create more intentional career paths for future advisors. As a CFP® professional, Carrie is passionate about helping firms build enduring businesses, maximize enterprise value, and fulfill their promise to clients by developing exceptional leaders and the next generation of financial advisors.

Connect with Carrie

LinkedIn

About Kristin Burke

Kristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.

Work with Kristin

If you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:

Website

Connect on LinkedIn

LinkedIn