Attracting new clients is often a top priority for growing RIAs, but the competitive and aging wealth management landscape also means its critical for firms to attract and retain talent.1  Human capital can play a key role in building enterprise value, according to Carolyn Armitage, Founder and CEO of RIA CircleTM and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting). In this episode, Armitage joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore how an RIA could assemble and retain a team that helps capitalize on the growth opportunities that lie ahead.   Listen as they explore: • Hiring strategies that may help RIAs position themselves for growth • Practical steps for building and leading high-performing teams • Ways to potentially avoid hiring the wrong people and help retain key players   Subscribe now, and connect with us on social media: • YouTube • LinkedIn • Facebook   Get the transcript for this episode, with sources, at https://synergizepodcast.com/.   About Carolyn Armitage: Carolyn is the Founder & CEO of RIA CircleTM and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting) – two companies designed to help industry leaders shorten their learning curves and achieve better results. She is a former independent financial advisor, producing branch manager, and wealth management firm leader. Before her most recent role heading up Thrivent's independent RIA, Carolyn provided investment banking and consulting services including strategic planning, compensation design and equity sharing structuring, valuation, expert witness, and succession solutions through the firm ECHELON Partners.   Carolyn Armitage, RIA CircleTM, and Wealth Management Consulting, LLC (formerly known as Carolyn Armitage Consulting) are not affiliates of TradePMR.   More About Carolyn: LinkedIn: https://www.linkedin.com/in/carolynarmitage/ Website: http://www.wealthmanagementconsulting.com/background RIA Circle: https://www.riacircle.com/   If you want to join the conversation or connect with us, please visit us at synergizepodcast.com [http://synergizepodcast.com/]. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission {SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2025.TradePMR, Inc. For a transcript of this episode with sources, visit