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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

Financial Planner 184
Financial Planner CFP Professional Services Financial Planning 184
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Dominating Digital: Mastering SEO for Financial Services

Indigo Marketing Agency

APRIL 3, 2024

So when someone cracks open that 10-pound book and flips to F for “financial advisor,” they see your smiling face, professional services, and contact info. The phonebook readers, on the other hand, are already motivated buyers weighing potential solutions. It connects you with the active searchers.

Financial Services 52
Financial Services Financial Advisor Advertising Engineering 52
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