This Talent Trends Report is based on a survey of an exclusive group of executive-level sales and distribution leaders in [...]
WHITE PAPERS
CEO Succession Plans – COVID-19’s Impact on RIAs & Multi-Family Offices – June 2020
The pandemic has served as a wake-up call for CEOs and Founders of RIAs and Multi-Family Offices. Succession planning is [...]
10th Annual Executive Talent Trends Report – 2019
The 10th Annual Talent Trends Report is based on a survey conducted over an eight-week period in the fourth quarter [...]
CASE STUDIES
Executive Search Case Study – Hiring A COO & CEO Successor
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach [...]
Executive Search Case Study – Redefining A Leadership Role
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach [...]
Executive Search Case Study – Succession Planning
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach [...]
BLOGS
Turnover is Accelerating: Three Trends Behind the Talent Shift in Financial Services
The financial services industry is undergoing a seismic demographic shift accelerated by the pandemic. An industry filled with aging Baby [...]
The Smart Approach to Executive Hiring in a Virtual World
Companies across all industries have pivoted to virtual interviews since the pandemic began. Now 13 months into this grand experiment, [...]
Pandemic’s Impact On Human Capital & Executive Search At Family Offices, RIAs
This commentary was published on June 12th, 2020 in Family Wealth Report. The pandemic has forced leaders to reflect and [...]
Gauging Your Own Professional Health – Time to Dig In or Pivot?
Year end is a perfect time to reflect on your career. Whether you are an individual contributor or in executive [...]
Are You Guilty of Unconscious Bias? Five Ways to Build A More Equitable Workplace
For over two decades, our work in the investment industry has allowed us to build wonderful relationships with exceptional people. [...]
Why EI and EQ Are Critical in Institutional Asset Management
We recently participated in a roundtable discussion on the Evolution of the Institutional Asset Management Job Market hosted by Fundfire. [...]
How Leadership Skill Sets in Asset Management Have Evolved
I was recently interviewed by my good friend, Rob Shore, for his Wholesaler Masterminds Lessons From Leaders Podcast Series to share [...]
Successful Talent Acquisition In A Full-Employment Economy
How difficult is it to recruit top-tier talent in today’s full-employment economy? The task is harder than you might think [...]
Leadership Interview Series – Derek Burke – FSC Securities
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage, [...]
Leadership Interview Series – Sam Austin – NEPC
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage, [...]
Leadership Interview Series – James Carney – Morningstar
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage, [...]
Why Millennials Matter as the Investment Industry Matures
Our annual analysis of investment industry recruiting trends is typically well-read, but we didn’t anticipate the reaction we received from [...]
Celebrating 25 Years of Success!
That was quick! In what seems like the blink of an eye, 25 years have passed since I started Kathy [...]
How to Get More Women on the Boards of Investment Companies
This piece originally ran in Family Wealth Report. Is it possible that 468 publicly traded companies across America do not [...]
Talent, Not Technology, Still Carries the Day in the Investment Industry
A recent survey of Ignites readers concluded that sales and marketing professionals are quickly headed for extinction due to technology, [...]
Finding Talent in a Tight Labor Market
This perspective was originally published in Financial Advisor IQ. It looks like 2017 will be another record year for M&A [...]
Motivating the Unmotivated in the Investment Industry’s Market for Talent
Now that we are halfway through the 2nd quarter, we thought it would be interesting to compare data collected from [...]
The Business Case For Corporate Diversity
I was fortunate to be the moderator of a corporate diversity panel discussion recently at MMI’s Sales and Marketing Leadership [...]