Growing the industry: New advisor development as important as ever

 
 

Financial advising is at a crossroads. Skilled, experienced advisors are heading out the door, only to be replaced by younger, inexperienced ones - and too few at that.

The average age of a financial advisor is now slightly older than 50. About 43 percent are older than 55, while only 11 percent are younger than 35. This is based on recent data from research firm Cerulli Associates. What does this say about the state of financial advisors? It says that a significant chunk of the financial-advisor population is nearing retirement.


   
 


The 6 'Cs' for working with women in wealth management

The issue in front of financial advisors today is one of gender. The industry needs to do more to attract women as clients, especially since women have quickly become the sole breadwinners and control the majority of our nation's wealth.

   

 

CANNON ESTATE PLANNING TELECONFERENCE
Next airs August 18th at 1pm ET

In this month’s installment of the Cannon Estate Planning Teleconference, Clarry Redd will discuss Working with Disabled Clients and a Client’s Disabled Family Members. Mr. Redd will cover topics such as special needs trusts, lawyer’s duties to a disabled client, and designing estate plans in anticipation of disabled beneficiaries.
 
 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

NEW PRACTICE MANAGEMENT WEBINAR SERIES
Series premiere August 20th

Cannon Subject Matter Expert David Bell opens our new practice management series by discussing the impact of teams and partnerships in a client centric business model. How do you build and execute a successful team? Are there best practices or rules for engagement? Join David as he discusses what it takes to yield high-end results with both internal and external contacts.


 
 

CANNON WORKSHOPS IN CHICAGO
August 24–25, 2015

Join Cannon in Chicago for our dynamic two-day workshops. Students have the opportunity to broaden their knowledge, remain up to date on the latest industry trends, and fulfill valuable Continuing Education credits.
 
 
 
 


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

FREE WEBINAR: AUGUST 27TH
Unique and Hard to Value Assets

Since the publication of the Unique and Hard-to-Value Assets Handbook in 2012, fiduciaries are paying more attention to this largely misunderstood asset class. Join Cannon’s Duane Lee and Unique Asset Partners’ Managing Director, Brad Davidson, as they delve into trustee requirements by account type and services trustees should offer in order to administer unique assets properly.