Today’s emerging advisors aren’t just searching for a job—they’re looking for purpose, mentorship, and momentum.
This on-demand webinar combines insights from two powerful sources: Amplified Planning’s nationally recognized Externship Program and the newly released FinServ Foundation/FP Transitions Survey of Aspiring Advisors. Together, these findings offer a clear look at what next-gen professionals truly value—from structured training and defined career paths to flexibility, culture, and mission-driven work.
Whether you’re scaling your team, planning for succession, or working to create a firm where talent wants to grow and stay, this conversation is packed with practical insights to help you build a stronger, future-ready organization.
You’ll hear from Hannah Moore, CFP®, Elise Rogers, Victoria O’Tool, and Holly Ross as they share perspectives from across the career spectrum.
This discussion is part of the Net Positive Consortium, a movement uniting firms dedicated to making meaningful, lasting impact across five pillars: Clients, Team Members, Community, Industry, and the Planet.
Click the image below to watch the webinar replay.
