Breakout Session

Seeing is Believing: Why Independent Advisers Need to Raise Their Profile to Connect with Generation Next

Level of Complexity: Overview

Presenter(s)

• 

  Kate Healy

  Managing Director, Generation Next
  TD Ameritrade Institutional

With over 100,000 independent advisors set to retire over the next decade, the industry must boost efforts to raise its profile among younger generations and develop new sources of talent. Kate Healy of TD Ameritrade Institutional will show how advisers can raise awareness of the profession and cast a wider net for talent. The custodian recently surveyed 2,000 advisers, students, career-changers and university administrators to measure awareness and sentiment toward the profession. Participants will hear key research findings and learn what they can do to educate and recruit Generation Next -- any group that isn’t well represented in the profession.

Learning Objectives:

• Understand the demographic challenges facing the financial planning profession
• Identify steps they can take now to enhance recruiting efforts on campuses
• Develop a program for attracting career-changers and other under-represented groups to the profession