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FP Transitions & net positive consortium

Winning the Talent Race: What the Next Generation Really Wants—and How to Deliver It

Attracting Talent, Empowering Growth.

On-Demand

The competition for top talent in the financial advice profession is more intense than ever. The next generation of advisors isn’t just looking for a job—they’re seeking meaning, mentorship, and momentum.

This webinar brings together 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 research-backed findings reveal exactly what next-gen professionals value most—from structured training and clear career paths to culture, flexibility, and a sense of purpose.

Whether you’re a fast-growing firm looking to scale your team, future-proofing your succession strategy, or simply aiming to become a place where talent wants to stay and thrive, this session is for you.

Don’t miss this opportunity to hear directly from thought leaders and emerging professionals, and to see just-released research on what the future talent pool wants from an employer!

Panelists:

  • Hannah Moore, CFP®, President & Lead Advisor, Guiding Wealth; CEO, Amplified Planning; Creator of the Externship
  • Elise Rogers, VP of Marketing, FP Transitions
  • Victoria O’Tool, Executive Director, FinServ Foundation; Wealth Management Intern, Mercer Advisors
  • Holly Ross, Financial Advisor, First Pacific Financial

The Net Positive Consortium was founded to unite firms that are committed to creating lasting change for their clients, employees, communities, and the planet through five core pillars: Community, Clients, Team Members, Our Industry, and The Planet.

Watch Now!

On-Demand

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