Winning the War for Talent: Recruiting and Onboarding Top Advisers

Finding top adviser talent isn’t about settling for the best who happen to be available—it’s about identifying, attracting, and securing the very best in the field.

Join us for an interactive discussion where we’ll explore proven strategies to recruit, onboard, and retain elite advisers. From sourcing talent in a competitive marketplace to creating an onboarding experience that drives long-term success, this 1 hour session will provide both strategic insights and practical takeaways.

• How to spot true top talent | Techniques for identifying advisers who bring lasting value, not just immediate availability.
• Recruitment Strategies that Win | Tools and tactics for standing out in a highly competitive talent market.
• Onboarding That Drives Performance | HR best practices to accelerate engagement, productivity, and cultural alignment.
• Retention Through Growth | How to keep top advisers invested and thriving long after the first 90 days

Come for the insights, stay for the networking and food. We’ll wrap up the session with a casual lunch and time to connect with your peers sponsored by Transamerica.

______________________________________________________________

[Lee Frampton Bio]

[Katie Bick Bio]

Event Venue & Nearby Stays

CENTRL Office Lake Oswego, 525 3rd Street, Lake Oswego, United States