- This event has passed.
Next Generation of Financial Advisors Seminar
May 20, 2015 @ 8:00 am - 5:00 pm
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.