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Chart Talk: Here comes Gen Z, and their financial habits are different—and more fiscally conservative—than those of millennials….
The first generation of financial advisors had fundamental sales skills—after all, they probably started out as insurance agents or stockbrokers. For today’s newest advisors, who are purveying advice from the get-go, it’s crucial to recognize that selling—and developing their sales technique—is an essential skill for success.
Becoming a partner at a large firm—for this generation of advisors, there’s really no sanctioned, industry-wide path for getting there. So practice management consultant Philip Palaveev has stepped into the breach with G2: Building the Next Generation, a guide for successfully navigating from advisor to partner in a large advisory firm.
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September 18–19, 2024
The AI-Powered Financial Advisor
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