Growing Through Acquisitions

The financial advisor industry is aging. Despite efforts to recruit, FINRA statistics show that for every new advisor brought into the industry an advisor leaves the industry. A lack of recruiting coupled with a lack of diversity has kept the industry a fairly closed system. With little injection of new talent, the industry not only runs the risk of having few experienced leaders to drive the industry forward, but it also makes it difficult to create a pool of advisors representative of the populations they serve. In this white paper we look at the leadership cliff facing the financial advisor industry and outline strategies practice leaders can use to actively recruit and retain a diversified pool of successors.

Learn more by downloading the white paper.

Download The Leadership Cliff White Paper

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