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Summary: Last week, at Bob Veres' Insiders Forum in Phoenix, I attended a great presentation on succession planning by Pershing's Mark Tibergien and Gabe Garcia. They addressed the reluctance many advisers have to plan for and execute a succession strategy because they view it as an "ending" of their leadership.
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Summary:So you want to hire young planning talent. It's a timely goal as the planning industry continues to struggle with a severe lack of qualified younger recruits, at the same time that many young planners complain they can't find work.
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Summary: Successful hiring requires a careful process. It’s almost an art form. When financial advisors tell me they’ve always had “bad luck” in hiring, I usually discover they’re hiring people with the wrong skills or attitude (causing the advisor to fire them) or they aren’t paying their employees properly, they aren’t treating them well or they are failing to give them opportunities to grow in their careers, any of which can cause employees to quit.
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Summary: Inside a small sandwich shop about two years ago in Huntsville, Ala., Wade Sadler made up his mind about how he was going to retire. The Raymond James advisor was having lunch with his colleague and friend Luis Garcia. Sadler, 67 at the time, told Garcia he was trying to figure out how to retire.
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Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.
