Are You Positioning Your New Hires (and Your Firm) for Success?
Why the Time for Change Is Now
There’s no question that the wealth management industry is facing a demographic cliff—and the urgency to prepare the next generation of advisors has never been greater. Consider these industry realities:
The average financial advisor is 55 years old.
Nearly 40%
are over the age of 60.
Advisors under age 40 account
for just 11%of the profession.
- More than one-third are expected to retire within the next decade, potentially impacting up to 40% of the industry’s assets.
- Yet, only 1 in 4 new advisors make it past year three—often due to poor training, minimal mentorship, and outdated onboarding strategies.
As J.D. Power aptly summarized:
“Tomorrow’s leading firms will be those that effectively attract, develop, and retain new advisor talent.”
We couldn’t agree more. But how can firms ensure they’re not just recruiting next-gen advisors—but actually positioning them to succeed?
The Two Hidden Barriers Holding Firms Back
Through our deep work across the wealth management landscape, two issues continue to surface as the root cause of under performance and attrition among new advisors:
From Strategy to Success: Enter the advisor2.0© Forum
To directly address these challenges, we’ve created the Next Gen Advisor2.0 Forum—a targeted program designed to bridge the critical gap between hiring and high performance.
Our approach is centered around two powerful questions:
- How can we equip our “next gen” advisors with the core skills and practices that will accelerate their time to full productivity?
- How can we help them build an intentional approach to all aspects of their role – leveraging skills and practices that meet the evolving expectations of today’s clients?
What advisor2.0© Delivers
The Next Gen Advisor2.0 experience equips new advisors with:
- Proven sales and planning strategies tailored to early-career advisors
- Techniques to differentiate the client experience in today’s competitive market
- A structured path toward independence and growth
- Tools to build confidence, emotional intelligence, and trusted relationships
“The growth I have seen in my business is directly attributable to the time I spent with you …. I want to thank you from the bottom of my heart for having helped me change my life and accelerate my career.”
Next Gen Advisor Forum Past Participant
Firms that invest in their future bench strength now will lead the next era of wealth management. advisor2.0© is designed to help you make that leap.
Ready to Position Your Firm for the Future?
If these challenges resonate—and the stakes are clear—it’s time to act.
Click here to learn more about the Next Gen Advisor2.0 Forum
Let’s build tomorrow’s leading advisors, today.
