InvestmentNews INsider

The INsiderblog

InvestmentNews reporters offer their take on intriguing or controversial articles from around the web.

Confidence: How you can give it to young financial advisers and watch them run with it

The InvestmentNews 40 Under 40 project is back, and we need your help finding and bolstering the next generation of talent

Mar 16, 2017 @ 5:00 pm

By Christina Nelson

+ Zoom

Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future success, which depends on knowing who our next generation of leaders will be and what ideas are emerging from them.

In the first three years of this project we garnered well over 3,000 nominations. Great job, readers! Grasping what the future of our profession can be depends in large part on you telling us who amazes you on a daily basis. The editorial team vets these suggestions based on a candidate's accomplishments at such a young age, contribution to the industry, leadership at a firm and in the profession, and promise for continued success.

Help us find these enterprising personalities.

What's in it for you?

Readers have told us time and again that learning about the 40 winners each year has been like a breath of fresh air — and has sparked innovative ideas they can apply in their own firms.

And just hear what a difference being included in this project has made for some of our alumni through the years. The key word is confidence. If you help us give it to the next generation, they will run with it.

Taylor Schulte, founder, Define Financial: "The InvestmentNews 40 Under 40 award gave me the confidence and motivation to continue pushing industry boundaries. In addition, the emphasis on giving back to the profession fueled me to take my philanthropic efforts to a whole new level."

Julia Carlson, CEO and wealth adviser, Financial Freedom Wealth Management Group: "Making the 40 Under 40 list gave me confidence in my dreams to build a financial services business based on helping others achieve their goals. It inspired me to take massive action in passionately helping and empowering others to pursue abundance in all aspects of their lives."

Darin Shebesta, vice president and wealth adviser, Jackson/Roskelley Wealth Advisors: "My life since the 40 Under 40 nomination: I would say I had my best year ever in business. My confidence has greatly expanded as a result and I'm proud of contributing to this great profession. It has elevated my presence in meetings and has assisted me in knowing my value and what I have to contribute."

Nathan Harness, TD Ameritrade director of financial planning, Texas A&M University: "Being selected for 40 Under 40 has provided an opportunity for me to reach the next generation of clients and financial planners. It has opened the door to network with some of the future leaders in our industry and a platform to share ideas and best practices for our ever-evolving industry."

Tricia P. Mulcare, principal, Homrich Berg: "Being selected for the InvestmentNews 40 Under 40 from candidates across the country immediately gave my clients (and prospects) comfort and gave my personal brand a big boost. My credibility as a speaker on personal finance topics increased, which has allowed me to reach more 'suddenly single' women with my important messages of expertise and support. I enjoy networking with the other alumni to discuss and address challenges faced in our industry."

(InvestmentNews 40 Under 40: Nominate your favorite young adviser or associated professional)

Andrew Sivertsen, partner, The Planning Center Inc.: "IN40 has been a huge boost to confidence in my skills and igniting passion to continue paving the way for young planners and clients. It has generated a lot of excitement from clients, friends and family in regard to building referral networks. Thanks IN40!"

Jason Roberts, CEO, Pension Resource Institute: "Two-plus years in, the IN40 experience continues to open doors around the industry and across the country. I've referred our clients to 'classmates' for subject-matter expertise and have developed client relationships within our class and with prior year's IN40 alums. Too bad I'm no longer under 40!!"

Stephen Rischall, founding partner and financial adviser, 1080 Financial Group: "Being part of the IN40 connected me with other next-gen advisers who are changing this industry for the better. Together we are challenging the status quo!"

Neela Hummel, partner and chief planning officer, Abacus Wealth Partners: "I had a baby boy and have gone back to work with a more-narrow focus of working with decision-making women. I am working on empowering more women to make smarter financial choices while often balancing career and family."

Lex Sokolin, partner - global director - fintech strategy, Autonomous Research: "The last year has been quite an adventure! AdvisorEngine (formerly Vanare/NestEgg), the company where I am now on the board, has raised $20 million ... and continues to experience tremendous growth as a wealth management technology platform. I have also joined Autonomous Research to run the Fintech practice, moved to London and launched a consulting offering focused on robo-advisers, blockchain and artificial intelligence."

Aaron Klein, CEO, Riskalyze: "Riskalyze has probably tripled in size since I was named to InvestmentNews 40 Under 40 in 2015, and today we serve over 19,000 advisers across the country. We raised $20 million in growth capital ... and we're fueled up and building a long-term independent partner for our advisers.

Lance Scott, founder and president, Bay Harbor Wealth Management: "Gaining recognition at a young age in a developed industry can be a significant boost to growth! Thanks IN40."

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Upcoming Event

Oct 17

Conference

Best Practices Workshop

For the fifth year, InvestmentNews will host the Best Practices Workshop & Awards, bringing together the industry’s top-performing and most influential firms in one room for a full-day. This exclusive workshop and awards program for the... Learn more

Featured video

INTV

AXA's Christine Nigro: How to handle being the only woman in the room

Women face unique challenges as they move into the C-suite, and they need to remember to always be themselves and let their professional strengths shine, according to Christine Nigro, vice chairman at AXA Advisors.

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.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print