From Financial Advisor Magazine
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Summary: Much is being written these days about the need for succession planning in our profession. According to CNBC, “Data produced by research firm Cerulli Associates suggest a bleak outlook for the industry. Aging advisors are expected to retire in droves over the next two decades, and relatively few young people are entering the industry to take their place.
From Think Advisor
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Summary: A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
From Advisor Perpectives
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Summary: Beverly Flaxington provides insight to the best way to integrate a new, young advisor into our practice for an advisor who say their firrm is too small to have a formal training program and doesn't have time to sit with someone and provide step-by-step instruction.
From Think Advisor
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Summary: The key part of our business management strategy is to create firms that take as much off their owner-advisors’ plates as possible. Not only does this eliminate what’s almost always the major bottleneck in a firm, it also gives firm owners more free time in and out of the office.
From Financial Planning
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Summary: Most of us have recognized several important issues in our industry: The average advisor age is over 50, the advisor population continues to decline and many of the traditional training programs are not producing new advisors at a pace similar to the past.
