Carina Diamond, CEO and Chief Growth Officer of Gries Financial Partners, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm’s culture helps to attract and retain young advisors.
Gries Financial Partners is an RIA firm with nearly $2 billion in AUM. Diamond notes the importance of attracting, developing, and retaining young advisors in an industry that is rapidly aging. Gries is doubling down on the importance of firm culture, bringing in team members from all walks of life for administrative and client service roles. The firm’s culture includes monthly team activities and regular training events. Training topics include alternative investments, organic growth, and personal branding.
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