GenTrust Chief Financial Officer Claire Rogan in Barron’s Advisor

There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources.

The hiring market for financial advisors and support staff continues to be tight, but that hasn’t stopped wealth management firms from adding clients. Instead, it’s forced them to be creative in expanding their client-service capacity. For this week’s Barron’s Advisor Big Q, we asked six wealth management executives: What steps have you taken to be able to serve more clients without necessarily adding more people?

Omar Qureshi, managing partner, Hightower Wealth Advisors Saint Louis: We’ve revisited our client-service models….

Read more (behind a paywall) here.