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Category: New Hire Training

Winning the War for Talent: The Need for a Next Gen Advisor Strategy

By Rick Swygman and David Greene | September 13, 2023

There are some very compelling statistics that confirm the critical importance of equipping new, “next generation” advisors to fill the talent gap the wealth management industry will be facing over the coming years. For example, look at some of the following statistics: 55 The average age of financial advisors 20% Number of financial advisors who…

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