An eye on college graduates ready to make a splash in the advice business

Our second edition of the Year One feature will follow six recent graduates embarking on their first year on the job

Jun 26, 2014 @ 1:28 pm

By Liz Skinner

Next Generation, Year One, advisers, college graduates, financial planning programs
+ Zoom
Clark Harris

On June 30, InvestmentNews will feature the stories of six recent college graduates entering the financial planning profession — and we'll follow them through their first year in the business. Several, but not all, of the participants in this second annual Year One feature are financial planning majors. Each has scored a job at a financial advisory firm and is eager to become a useful part of the team.

Before we introduce you to the new group on Monday, four of the Year One advisers we followed last year — now with a solid year of experience under their belts — have some words of wisdom for our newbies and other next-generation advisers just starting out.

Clark Harris

The Insight Group Inc.

“Being detail-oriented is so important. Know you're going to make a lot of mistakes; trying to learn from those mistakes is valuable. Stay positive through the experience and always look for the good in people's comments.”

April Petersen


“View everything as an opportunity, don't be afraid to share your knowledge, absorb all the advice given to you and make great first impressions. Make an iron your best friend.”


+ Zoom

Michael Blumreich

BKD Wealth Advisors

“There will be ups and downs. There will be days that seem impossible to get through, while others you are able to coast through the finish line with ease. Regardless of the day you are faced with, keep your ears open, eyes forward, always be willing to learn more and do more, and success and happiness will be inevitable.”

Matt Romeo

Gordon Asset Management

“Remember that no task, however small it may seem, is beneath you. Everything you do is part of a much larger experience. Roll your sleeves up and don't be afraid to get dirty.”


What do you think?

View comments

Recommended for you

Featured video


Mercer's Cara Williams: How to achieve gender parity in the financial advice industry

The financial advice industry can learn from companies and countries that are well on their way to achieving 50/50 gender parity, according to Cara Williams, global wealth leader for the multinational client group at Mercer.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Labor's Alexander Acosta and SEC's Jay Clayton tell lawmakers they will work together on fiduciary rule

In separate appearances before Senate panels, the regulators stressed the cooperation that Republican legislators and opponents of the DOL fiduciary rule are demanding.

Brian Block denies cooking the books at Schorsch REIT

Former CFO claims everything he did was 'appropriate' and 'correct.'

Interns will take on several roles at advisory firms this summer

College students are helping with client prep, firm visioning and long-term projects, among other duties.

10 funds with largest 3-year outflows

Even well-managed funds that have beaten the S&P 500’s 10.1% average annual gain have watched investors flee.

Wirehouse training programs are back

At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print