The next generation of financial advisors are eager and ready. They want to learn, contribute and make a difference. Most importantly, they want to join your firm but they’d like to be mentored or enter as financial advisor apprentice, not as I have heard so many say, “Thrown to the Wolves”.
Times have changed, the days of the lone wolf gunslinger and cold calling cowboys is in the past. Today, there are over 100 colleges and universities across the country that offer undergraduate degrees and over 35 that offer post-graduate degrees in financial planning. That’s a far cry from the self- study certificate programs that were offered thirty years ago.
Alfred State’s financial planning program is less than 90 minutes away from my office and my team consists solely of graduates of their program. After talking with many of...
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