Sponsored by
Kristine McManus, CRPC®, vice president of business solutions and practice management at Commonwealth, sees the aging of advisors and clients across the financial services industry as an important issue that practices need to address. Here, she describes the value of NextGen advisors in building succession plans and attracting younger clients who are on the cusp of a generational wealth transfer. She also provides tools for identifying and attracting next-generation talent.
Learn more by visiting www.commonwealth.com
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