The industry faces several challenges when it comes to attracting nextgen talent Julie Ragatz, Vice President, Next Gen and Advisor Development Programs at Carson Group, explains that the traditional pathways to the industry, often influenced by familial or personal connections, are changing due to the rise of CFP programs attracting younger, diverse individuals. These newcomers are often driven by a profound desire to make a personal connection, impact communities, and challenge existing norms. To effectively engage with this emerging talent, industry veterans should actively participate in CFP education programs, offering mentorship and understanding the evolving motivations. Through mentorship, both mentors and mentees can expand their perspectives, discover innovative solutions, and ensure a sustainable evolution of the business.
