Episode Details
Back to EpisodesFocused on the Future: Leslie Tabor: Why every Financial Advisory Firm needs to have a Talent Strategy
Published 3 years ago
Description
In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Leslie Tabor, Director of Education and Consulting at Charles Schwab, about what key areas top performing firms are investing in, mastering inclusive leadership skills, and why a “people first, employees second” approach to culture is a win for all.
Specifically, Leslie discusses:
- Why having a talent strategy is critical to firm growth.
- Tips for creating a team culture in hybrid work environments.
- The important of offering Training and Development programs.
- Recruitment and retention strategies that work.
Resources:
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: Suzanne@suzannesiracuse.com
Connect With Leslie Tabor:
- Website: Why Schwab | Schwab Advisor Services
- Company LinkedIn: Charles Schwab: Overview | LinkedIn
- Personal LinkedIn: Leslie Y. Tabor | LinkedIn
- Email: leslie.tabor@schwab.com
About Our Guest:
Leslie Y. Tabor is director of Business Consulting & Education for Schwab Advisor Services. She oversees the strategic direction of talent management programs designed to help independent advisors evol