Kris Carroll CFA®, CFP®, Managing Director of the Carolinas at Wealth Enhancement Group was featured by Investment News in “Millennials Want Advice Now But Industry ‘Unprepared.’”
Carroll noted there are some strategies that are working to attract NextGen advisors but added “there still needs to be development.” He thinks advisors who simply sit and participate in client meetings can already learn so much about the business, just “by really seeing it.”
Access the full article authored by Josh Welsh here.
