Next Generation of Financial Advisors Seminar

The Next Generation of Financial Advisors Seminar will provide a forum to discuss the numerous opportunities to recruit and train the next generation of financial advisors.

Speakers and panelists will discuss innovative ideas and tactical approaches, including:

• Enhancing Education: How can the industry increase college and university offerings to create a buzz around the profession and provide information to a new and wide range of students?
• Training Methods: Why are teaming, coaching and mentoring essential to the next generation of financial advisors?
• Succession Planning: How can firms bridge the gap between the different generations of financial advisors?
• Serving the Client: How does the next gen client want to interact with their FA?

For further information, click here.