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Financial Advisors Working with and Employing Millennials

Added on September 2018 in Plan for the Future
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Summary: [Whiteppaper] The Millennial market for financial advisors is challenging.  Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.

Mark Tibergien Looks to the Future for RIAs

Added on September 2018 in Plan for the Future
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Summary: We caught up with thought leader Mark Tibergien during the Pershing RIA Symposium in Chicago on Thursday. Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions, discussed the RIA-zation of the business, key challenges going forward, and what’s next on the horizon for RIAs.

Looking to Recruit Millennials? Student Loan Repayment May Be a New Hook

Added on September 2018 in Plan for the Future
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Summary: The IRS has recently opened the door to a new method for providing employment benefits in the form of student loan repayment assistance, offering small business owners a potentially powerful tool for attracting and retaining top-tier employees.

The Seven Traits of Highly Productive Advisors

Added on September 2018 in Plan for the Future
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Summary: Productivity is a blend of goals, activity and hard work. But not everyone has what it takes to be more productive.

Competition For Talent And The Rising Shortage Of Next-Generation Financial Advisors

Added on September 2018 in Plan for the Future
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Summary: With the average age of a financial advisor over 50 and nearly 1/3rd of all financial advisors projected to retire in the next 10 years, there is a rapidly rising demand for next-generation talent to replace them. And the demand is only further amplified by the ongoing shift of the advisory industry from commission-based compensation to (recurring) AUM fees, which for the first time make it viable for advisory firms to hire a deep bench of Support and Service advisors to retain existing clients without any need to be responsible (or successful) at finding their own new clients.

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