Please join us for an enlightening presentation & networking designed to bring NexGen Advisors & Veteran Advisors together!
Topics:
• What should younger NexGen Advisors be doing to show value to the lead advisors. How to advocate for yourself and benefit your firm at the same time.
• Highlighting the difference between where the industry was 15-20yrs ago to where it is now. Eat what you kill mentality vs. planning mentality and range of services.
• Succession planning for veteran advisors and career pathing for younger advisors – How do we create a system that each advisor feels is fair?
3:30 PM – 4:30 PM | Keynote Presentation: Advocating for Growth & Mentorship with Julie Johnson
- How NexGen advisors can respectfully advocate for themselves in their firms
- Strategies for veteran advisors to foster mentorship and professional development
- Effective communication techniques for career growth
- Interactive discussion with audience engagement
4:30 PM – 6:00 PM | Networking Reception & Skill Practice
- Light refreshments
- Guided networking exercises to practice key takeaways from the presentation
- Mix-and-mingle (speed networking) format with structured introductions between NexGen and veteran advisors
- Conversation prompts to encourage meaningful discussions on mentorship, career growth, and collaboration
6:00 PM | Event Wrap-Up & Closing Remarks