Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth.
In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Martine Lellis, Chief Talent and Administrative Officer at Mercer Advisors, about creating a defined client experience, attracting and retaining NextGen talent – and how the role of financial advisor is evolving in line with client need.
Mark and Martine discuss:
- The key elements of a great client experience
- How specialists can integrate within financial advisory firms
- The role “curiosity” will play in driving growth
- What advisors can learn from the medical profession about supporting clients
Connect With Mark Bruno:
Connect With Martine Lellis:
About Our Guest:
Martine oversees Talent Management, HR, and Compliance at Mercer Advisors as well as leads cross-functional initiatives aimed at improving offerings for clients. Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney, an RIA in Mclean, VA.
Martine has a degree in Mathematics from Duke University and an MBA from Georgetown University. She’s a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She consulted with Keir Educational Resources as a writer and instructor for CFP® exam review courses. In addition, Martine served as a member of the Schwab Advisor Services Technology, Operations & Service Advisory Board.