| The Next-Gen Mindset | News, trends, and resources on next-gen recruitment |
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| To build a sustainable enterprise—one that will take your firm into the future—there’s one key strategy you shouldn’t ignore: hiring talented next-gen advisors. While there are many ways to go about this process, you could follow one of the general schools of thought:
| Look for experienced, less established advisors who have a book of business Seek the next generation of talent being produced by top undergraduate and graduate financial planning schools
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| Either way, setting and maintaining a clear path forward for the next generation is an ongoing effort. It’s not just about bringing in someone to eventually replace you; it’s about closing that mindset gap between the generations—and thinking about how fresh viewpoints and knowledge can aid your practice and its growth. | Learn more about Commonwealth → |
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| TOP STORIES AND RESOURCES |
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| | Bringing children into estate planning conversations is crucial to both clients and their advisors, but as with many important things in life, the hardest part can be just starting. Industry experts share top tips on how to help clients and advisors connect with heirs. | Read story → |
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| | Want to develop your firm’s offerings today while also securing its future? This white paper presents insights and actionable steps to help you successfully onboard a next-gen advisor. It also provides industry data and other considerations to guide your thinking throughout the hiring process so you can get started. | Download now → |
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| | If you’re looking to create sustainable growth, scale your business, or build a lasting legacy, you’ll want to expand your thinking and formulate a plan for more than just adding new clients. | Read article → | |
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| | A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race. | Read more → |
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| This initiative creates connections between advisors and next-gen CFP® professionals across the U.S., and support the needs of its affiliated firms. |
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| Get more insights from Commonwealth Financial Network® | | EXPLORE NOW |
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