As the registered investment advisory business matures, it's clear we need to focus on a new generation of talent.
Research from InvestmentNews shows that firms of seven or more full-time individuals employing at least one NextGen adviser generated 33% more revenue than firms do not have a NextGen adviser. Clearly, firms are seeing a significant impact when they bring on NextGen talent.
Date: Tuesday, August 1, 2017
Time: 4-5 PM ET
This exclusive webcast will:
- Provide an actionable set of steps to develop the right talent
- Provide an overview of career paths and development plans for NextGen advisers
- Identify areas of short- and long-term opportunities for both advisory firms and the NextGen advisers
Participants will also receive a complimentary copy of the InvestmentNews whitepaper "Why and How to Develop NextGen Talent: An Adviser's Guide" during the webcast.
Continuing Education Credits: For all webcasts approved for CE credit by the CFP Board, credit will be reported one week after the live event. For on-demand viewers, CE credit will be reported 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.
For all webcasts approved by IMCA for CIMA®/CIMC®/CPWA® CE credits, email firstname.lastname@example.org for the IMCA program ID to self-report for CE credit. Program IDs will be provided up to 30 days after the live event. After 30 days, webcasts are available until December 31 in the calendar year for on-demand viewing and are not eligible for CE credit.