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Building the Talent Pipeline for Financial Planning

The future of your firm will not be decided by markets or technology. It will be decided by who you hire and how early you start. On this Resilient Advisor Livestream, I sit down with Nathan Harness, Director of Financial Planning at Texas A&M University Financial Planning Program, to talk about what it really takes to build a sustainable talent pipeline for financial planning. We will discuss: Where advisory firms consistently miss when hiring young planners How universities are preparing students for real client-facing work Why internships and early exposure matter more than credentials What firm leaders must rethink if they want to attract and retain talent Hiring is not an HR function. It is a leadership decision with long-term consequences. And there are a generation of well educated planners coming out of our universities now. Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com #yourbusinessyourway