Whitepaper | Recruiting the next generation of financial advisors

Advisors are retiring in record numbers with fewer young professionals stepping in to take their place. This shortage, coupled with a lack of differentiation between product and service offerings among financial services firms, has made it increasingly difficult to recruit and retain new talent.

Where does the search begin when your firm has a need to hire a financial advisor?

Here are a few important considerations: 

  • What makes your firm unique and would entice candidates?
  • How will you help new hires succeed and grow long-term?
  • After you identify the type of person you need, how and where can you reach them?

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Advisors are retiring in record numbers with fewer young professionals stepping in to take their place.