Each day, the industry sees young advisors exit the industry and never return. Firms
need to think about how to recruit and retain younger advisors by understanding their drivers and motivations—and convey to them that being an advisor is a rewarding and fulfilling career.” Kim Dellarocca, director of segment marketing and practice management at Pershing LLC.. |
Summary: Advisors who continue to work with clients the same way they always have are not going to be as successful in the future. If advisors want to win more next-generation (NextGen) clients, they need to adopt the technology that is shaping how society demands communications and services.
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