Next Gen: The advisory industry’s ‘best kept secret’?
A handful of universities, led by Texas Tech and Virginia Tech, are growing their CFP programs and introducing more young talent into the financial planning industry each year. Yet few firms seem to be aware of the budding talent pool.
A handful of universities, led by Texas Tech and Virginia Tech, are growing their CFP programs and introducing more young talent into the financial planning industry each year. Yet few firms seem to be aware of the budding talent pool.
Two of the top figures in these “Next Gen” programs – Texas Tech’s Deena Katz and Virginia Tech’ Derek Klock – talk with INTV about why advisory firms and broker-dealers should be finding ways attract and develop young talent. For more targeted content on, and for, the Next Generation of Financial Advisers, click here.
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