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: 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 Investments & Wealth Institute®, formerly 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 firstname.lastname@example.org if you have any questions.