As we look back on the last 30 years, most advisers have gone through some type of training program within a wirehouse or insurance firm. These programs have had relatively low success rated for developing new and successful advisers. We cannot assume these types of programs will continue to train a sustainable number of next generation advisers. We must create our own methods of developing and retaining the next generation of talent.
White Paperswhite paper
Building successful businesses by tapping into the next generation of advisers
July 22, 20142014-07-22
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