![]() need to think about how to recruit and retain younger advisors by understanding their drivers and motivations—and convey to them that being an advisor is a rewarding and fulfilling career.” Kim Dellarocca, director of segment marketing and practice management at Pershing LLC.. |

Summary: Advisors who continue to work with clients the same way they always have are not going to be as successful in the future. If advisors want to win more next-generation (NextGen) clients, they need to adopt the technology that is shaping how society demands communications and services.
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