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Breakthrough Growth

Next Gen Conundrum

Advisors are hungry for solutions that will help their team members become as productive as possible, as quickly as possible. Wealth management firms face the reality that the future of their practice depends on their ability to bring in younger advisors who can help transition the firm through the next generation of clients. For many firms, this is a key part of the succession planning process—these younger advisors are the ones who will take over when a practice’s current leaders leave.