The disconnect between perception and performance goes both ways. There is a fairly wide gulf between the team leaders’ perceptions of their performance on key leadership functions versus the assessment they receive from the next gen advisors. Ou...

Are next gen advisors engaged employees? It depends who you ask. While 64% of next gen advisors report that they’re highly engaged, only 32% of team leaders report the same, according to a survey by WealthManagement.com and Breakthrough for Growt...

Each generation operates a little differently than the one before it—from how they communicate to what they value. For most millennials, texting is the preferred mode of communication, while Baby Boomers are more apt to call someone on the phone...

There’s one person that next gen advisors strongly believe will play a vital in their career development: their team leader. Nearly 90% of survey respondents reported just that. In order to fulfill this expectation, firms and team leaders need to...

For next gen advisors, confidence in their team leader is crucial. That confidence can play a key role in not only whether a next gen advisor stays with their firm, but also in how productive that advisor is while working at the firm. The prob...

True business owners, principals/partners take greater ownership over the development of their people.

“Screen time is destroying the interpersonal fabric of our culture.”