How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen

14 Jan 2025 · 1 min

Episode

14 Jan 2025 · 1 min

0:00

The podcast begins with a sponsor message from Wells Fargo Advisors, highlighting its full‑balance‑sheet solutions for advisors serving affluent to ultra‑high‑net‑worth clients and inviting listeners to learn more at joinwfadvisors.com. Host Greg Bartalis then announces a new special series called “Barron's Advisor: The Way Forward Next Generation,” aimed at young financial advisors poised to make an impact. He explains that the series will feature host Allison Tucci interviewing emerging leaders in financial advice to share insights and guidance for advancing practices. Speakers emphasize the rapid changes expected in the next decade, the importance of engaging the next generation, the potential for greater efficiency and tactical execution, and a culture of experimentation where failures are not punished. The episode closes with a reminder of where to find new episodes and repeats the Wells Fargo Advisors sponsor message.

Chapters

This podcast is brought to you by Wells Fargo Advisors. Looking for a firm your clients can't outgrow? Wells Fargo Advisors offers financial advisors full balance sheet solutions with wealth planning, investment products, banking, and lending that meet the needs of affluent to ultra-high net worth clients. Build your practice your way and on your schedule with independent and employee model options designed to meet your needs today and tomorrow. Learn more at joinwfadvisors.com.
Hi, it's Greg Bartalis, host of the Barron's Advisor: The Way Forward podcast. This week we'll be launching a special series focused on the next generation of financial advisors. It's called Barron's Advisor: The Way Forward Next Generation. If you're in this business and you're young, you're really well positioned to make an impact.
I think there's some drastic changes in the next decade for sure. Engaging the next generation is really part of my job on the team.
Twice a month, host Allison Tucci will speak with emerging leaders in financial advice to draw out the insights, observations, and guidance that will help you take your practice to the next level. I don't think we knew what we were doing, which is probably why we were successful at it.
And you can be so much more efficient and so much more tactical.
They might not work, but we're gonna try it and we're not gonna punish our team for failing. You can find new episodes on the Barron's Advisor, The Way Forward podcast feed, or wherever you listen.
This podcast was brought to you by Wells Fargo Advisors. Looking for a firm your clients can't outgrow? Wells Fargo Advisors offers financial advisors full balance sheet solutions with wealth planning, investment products, banking, and lending that meet the needs of affluent to ultra-high net worth clients. Build your practice your way and on your schedule with independent and employee model options designed to meet your needs today and tomorrow. Learn more at joinwfadvisors.com.