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An Adviser's Guide to Developing NextGen Talent

webcast 2017-08-01

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.

View Archived Webcast

Date: Tuesday, August 1, 2017

Time: 4-5 PM ET

This exclusive webcast will:

  1. Provide an actionable set of steps to develop the right talent
  2. Provide an overview of career paths and development plans for NextGen advisers
  3. 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.

Sponsored by:

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.

Please contact us at info_cecredits@investmentnews.com if you have any questions.