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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.


May 20, 2015
8:00 am - 5:00 pm
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SIFMA Conference Center
New York City, NY United States + Google Map
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