The Next Gen Advisor

The Next Gen Advisor program will help leaders identify and implement changes to attract and retain the next generation of talent.

Tips for interviewing Millennials

It is more important now than ever to seek candidates who are committed, hardworking and motivated. But how do interviewers get past Millennial’s negative stereotypes? Start by reviewing these sample interview questions to help you understand why their response may be different than what you would expect.

Engaging the next generation with hard skills training

Are you concerned about retaining Millennials and Gen Edgers? Explore how hard skills training can help develop and retain the next generation of advisors.

Bridging the soft skill gaps

Many employers state recent college graduates lack necessary soft skills including interpersonal communication, critical thinking and organization. Are you prepared to bridge the soft skills gap with new advisors?

Avoiding Millennial fatigue in the office

Your mom always said, “Don’t believe everything you read.” Discover why believing generalizations about Millennials may be a detriment to your recruiting and retaining efforts.

#WORKFAMILY: A community for younger advisors

Discover changes you can make in your office to ensure a more collaborative office environment for you and your colleagues.

Why Millennials don’t want to become financial advisors

For the financial planning industry, it has never been more important to build a pipeline of next generation advisors. Discover why Millennials seem uninterested in becoming financial planners, the biggest barriers standing in their way and how can you clear these hurdles to ensure a stream of top-level talent.

Using perks to attract Millennials

The list of Millennial-specific perks in the workplace is full of out-of-the-box — and sometimes wacky — ideas. Discover why benefits that are most valuable to Millennial financial advisors don’t have to break the bank and how the best perks are those that speak to their traits and workplace needs in a meaningful way.