Most advisors start their careers in a sink-or-swim environment. The new advisor and the firm have high hopes that the relationship will go swimmingly, but in reality a majority of new advisors sink. This must change: The profession needs a new training model that attracts and develops the next generation of advisors.
The continued success of the profession depends on it. The current population of advisors is relatively old and requires talent for transition and succession; successful advisors who are growing their practices need associates to segregate duties and segment clients.
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