Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace
How can you prove yourself as a credible, trustworthy professional to older clients and employers?
Leverage the experience you gained in your previous profession
Seek guidance and learn as much as you can
They are tech-savvy and can retain assets held by young clients
Expand your knowledge by sharing challenges and successes with other advisors
Get specific about the skills and strategies you want to improve
There is more to making contact with prospects than handing out business cards. A successful networking strategy takes planning, persistence and an understanding of your "ideal client" profile
The experience gained in another field can be a bonus