program overview
Advisor Development has two primary missions. First, Financial Resources Group now has a program to train early career advisors in the organics that will make them excellent producers and attractive acquirers. Additionally, this program will provide opportunities for senior advisors who are thinking about retirement favorable access to an ever-growing, stable of super-qualified young men and women and mid-career advisors that they could consider as potential successors. Second, Advisor Development will act as the facilitator of M&A activity for all advisors affiliated with the firm. Severe demographic dislocations are going to generate an avalanche of M&A activities for over the next decade that we all need to prepare for. No matter where you are on the timeline, Advisor Development can help you.
