What I Learned After 17 Years in Wealth Management About Hiring the Right People

Hi, I’m Steve Perry, founder and CEO of The Well Recruiting Solutions. After spending 17 years as a wealth advisor and leader, I realized I was making everyone else money—but owning nothing. So, I decided to build my own firm focused on helping wealth management companies find the right talent to scale and succeed.

In this video, I’m pulling back the curtain on what it really takes to hire top talent in today’s competitive market—whether you’re running a small business or a growing advisory firm. I share:

✅ The truth about why 90% of hires don’t come from applicants, but from proactive recruiting
✅ How I use AI tools like ChatGPT to analyze data and streamline hiring (without losing the human touch)
✅ The biggest mistakes candidates make—and how you can stand out if you’re applying for jobs
✅ Practical tips for small business owners to find quality talent on a budget
✅ How my team pre-screens candidates with video interviews and data-driven scoring
✅ Why building genuine relationships is the key to long-term recruiting success

If you’re serious about growing your business with the right people, this is the video you don’t want to miss.

🔔 Don’t forget to subscribe for more real-world business & recruiting insights straight from my experience!
👍 Like the video if you found these tips helpful!
💬 Drop your questions or hiring challenges in the comments—I read every one!

#StevePerry #RecruitingTips #WealthManagementHiring #BusinessGrowth #TalentAcquisition #AIRecruitment #SmallBusinessHiring #HiringStrategies #LinkedInRecruiting #JobApplicationTips