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Breakthrough Growth

Next Gen Conundrum

Advisors are hungry for solutions that will help their team members become as productive as possible, as quickly as possible. Wealth management firms face the reality that the future of their practice depends on their ability to bring in younger advisors who can help transition the firm through the next generation of clients. For many firms, this is a key part of the succession planning process—these younger advisors are the ones who will take over when a practice’s current leaders leave.

Highlights
The Advisor's Role
The Advisor's Role
Jun 18, 2015
True business owners, principals/partners take greater ownership over the development of their people.
Digital Disconnect
Digital Disconnect
Jun 18, 2015
“Screen time is destroying the interpersonal fabric of our culture.”
The Engagement Epidemic
The Engagement Epidemic
Jun 18, 2015
A highly engaged workforce is a more productive workforce. Gallup’s most recent research on employee productivi...
Solving the Next Gen Advisor Conundrum: Time to Productivity
Solving the Next Gen Advisor Conundrum: Time to Productivity
Jun 18, 2015
Advisors are hungry for solutions that will help their team members become as productive as possible, as quickly as possible. Wealth management firms face the reality that the future of their practice depends on their ability to bring in younger ...