The 5 Common Behaviors of Successful Millennial Advisors
By Louis Diamond, Citywire – An aging advisor population has highlighted the need to increase the ranks of next-gen advisor talent. The problem is that FA training programs – previously the dream of many college graduates and freshly-minted MBAs – have taken a back seat to Silicon Valley startups. To be sure, only a quarter of today’s advisor population is under the age of 40, and a mere 10 percent are under 35, according to research by the CFP Board and Cerulli.
