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Managing NextGen advisers to grow a practice

Wed, Aug 29 | 4:00pm-5:00pm ET

Unlike many older advisers who got their sea legs pushing products and learning the nuances of persuasion, many young advisers need guidance. How can you do this since many millennials are turned off by “sales” and aren’t comfortable doing it? Learn how to train and manage the next generation of financial advisers from other advisers who have developed strong training programs. These advisers will detail the areas they focus on and their methods.

Specifically, the webcast will focus on the following:

  • Learn the key aspects of a successful team approach where the junior adviser has the opportunity to fully immerse themselves into all aspects of the client relationship

  • What are realistic business development expectations for young advisers? Learn what can go wrong when a firm expects a junior adviser to immediately build a book of clients, and takeaway reasonable goal estimates for lead generation.

  • Step-by-step recommendations on how to help young advisers cultivate new clients through Centers of Influence

  • Finally, learn what older advisers can pick up from their younger peers about the role social media, digital marketing and other modern marketing methods can play in drumming up new clients for an advice business.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

CE Credit is not available for on-demand viewing. 

Megan Carpenter
Co-Founder and CEO
FiComm Partners, LLC
Sabrina Lowell, CFP®
Chief Operating Officer and Advisor
Eric Hehman
Chief Executive Officer
Austin Asset

Liz Skinner
Special Projects Editor

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. 

For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report.

Please contact us at if you have any questions.


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