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Devin DeStefano

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Topic

Identifying and attracting the next generation of advisers

If we know the genetic code we're searching for, we then need to locate people who have it and have a strategy to get them to consider the opportunity

Topic

An open letter to Next Generation financial advisers

“The times they are a'changing.” So said Bob Dylan in 1964. I am fairly certain he wasn't talking about the financial services industry, but now 50 years later, his message most definitely applies to our world.