Episode 7 – How to Attract and Retain Younger Advisors & What They Bring to a Practice
The Exceptional Advisor Podcast - Podcast autorstwa Investments & Wealth Institute
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Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Noel Pacarro Brown, CIMA®, CPWA®, the first vice president, family wealth advisor and financial advisor at Morgan Stanley, on the talent shortage the investment and wealth management industry is facing and how to attract and retain younger advisors to fill these positions; and what younger advisors bring to a practice.
