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Building the Next Generation

Securing the next generation's wealth will require a new crop of financial advisors.
21:10
Wed, Jun 30 20211:10 PM EDT

Securing the next generation's wealth will require a new crop of financial advisors. In this session, we discuss ways to attract a new, more diverse group of young people to the financial advisor profession, how to grow and diversify the market for financial planning and advice, and how to build investment plans that fit the financial needs and evolving goals of the younger generations.