Succession planning is preoccupying many independent advisor firms. But what are some concrete steps owners can take to make sure their firms continue to thrive far into the future? Financial Planning talked to Dave Grant, CFP, a financial planning analyst with Vantage Financial Partners Limited and founder of NAPFA Genesis (a group for fee-only planners under 33 years old), about how RIA firms can create a working environment that will attract — and keep — younger hires.
Q: What should advisory firms do to keep their young hires happy (and keep them from leaving for competitors?)
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access