Episode 7 – How to Attract and Retain Younger Advisors & What They Bring to a Practice

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Noel Pacarro Brown, CIMA®, CPWA®, the first vice president, family wealth advisor and financial advisor at Morgan Stanley, on the talent shortage the investment and wealth management industry is facing and how to attract and retain younger advisors to fill these positions; and what younger advisors bring to a practice.

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.