Live Webinar - Thursday, May 8 from 2:00 - 3:00 p.m. ET
Building the Team of Tomorrow: Attracting, Training, and Retaining (1 CFP® CE Credit)
As the financial planning landscape evolves, so do the skills, tools, and talent required to drive success. In an increasingly competitive market, firms must be intentional about attracting, developing, and retaining top talent. Building high-performing teams isn’t just about recruitment—it’s about fostering continuous growth through upskilling and reskilling to meet the demands of today and the future.
In our dynamic panel discussion, industry professionals will share actionable insights and real-world experiences on how to cultivate the skills needed for long-term success. Panelists will explore strategies for empowering current teams, enhancing advisor capabilities, and creating career pathways that attract the next generation and retain top financial professionals.
Speakers
Cody Garrett, CFP®
Advice-only Financial Planner | Educator | Founder
Measure Twice Financial
Landon Warmund, CFP®, CSLP®
Certified Financial Planner & Certified Student Loan Professional
Reliant Financial Services
Christina Lynn, PhD, CFP® AFC®, CDFA®
Director and Wealth Strategist
Mariner
Brandon Tucker, CFP®
Advisory Financial Planning Practice Management Consultant
eMoney
As the financial planning landscape evolves, so do the skills, tools, and talent required to drive success. In an increasingly competitive market, firms must be intentional about attracting, developing, and retaining top talent. Building high-performing teams isn’t just about recruitment—it’s about fostering continuous growth through upskilling and reskilling to meet the demands of today and the future.
In our dynamic panel discussion, industry professionals will share actionable insights and real-world experiences on how to cultivate the skills needed for long-term success. Panelists will explore strategies for empowering current teams, enhancing advisor capabilities, and creating career pathways that attract the next generation and retain top financial professionals.
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