Phoenix, AZ Registration details to come. Forum MAX is a member-only study group that offers an exclusive opportunity to present, share and receive direct feedback on client cases while growing your network.
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Finseca Leadership Forum Summer Session: Recruiting and retaining the future financial advisor
August 17, 2021 @ 11:00 am - 12:30 pm
Today, a lack of planning is making our work more essential than ever before, yet the financial advising workforce is not keeping pace. Nearly half of financial advisors are 55 and older, which means recruiting new and diverse talent is more urgent than ever. Join generational expert Kim Lear along with other practitioners in the field for a closer look into the most crucial generational trends impacting recruitment and retention.
Time Zone for this event: ET
Have an immediate question? Contact [email protected]
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