Summary: While there are criteria for who can join the classes of Schwab's Executive Leadership program, youth alone is not one of them. The two members of the program's inaugural class interviewed for this article are younger than the average advisor, but they’re not recent college graduates.
 They don't have to be principals of the firm,” Schwartz said, “but they have to be viewed by the Brents and Maritas of the world [Brodeski and Sullivan, CEOs of Savant and JMG] as the future of the firm.”Rick Schwartz.Director of Schwab's Executive Leadership program |
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