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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.
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Summary: It take a village to bring together the best people to staff an advisory firm, said Sabrina Lowell, financial adviser and chief operating officer of Mosaic Financial Partners. Building her firm's roster from seven when she arrived in 2002 to today's 19 has required everyone at the firm to be on the lookout for the industry's best talent.
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Summary: Talented young advisors are hard to find. As the labor market tightens and the demand for advisory services grows, the war for talent will likely prove even more competitive in years to come.
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Summary: The financial advisory profession is facing a looming talent shortage. According to Cerulli, 71% of the advisor population is over the age of 45, and the average advisor is 51½ years old. As these advisors reach retirement age, some 8,600 are expected to leave the profession every year for the next 13 years, thinning the ranks of advisors at a 2.7 percent annual clip. Unfortunately, for every eight advisors that retire, only three are trained to replace them.
