Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
Lewis looks at how the financial services industry needs to adapt to serve a new generation of leaders.
Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
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In an article for Financial Advisor Magazine, Lindsey Lewis, MBA, CFP®, ChFC® explores ways the financial services industry can evolve to serve a new generation of professionals.
With recruitment and retention of advisors being a topic of growing focus in the industry, and with a projected loss of over 37% of advisors in the field today due to age-based attrition, Lewis — managing director of the American College Center for Women in Financial Services — discusses what can be done to ensure this shift isn’t an earthquake for the field.
Specifically, Lewis calls on up-and-coming Gen Z and other young professionals in financial services to fill the gap — and on the industry itself to become a more welcoming place for them to grow, thrive, and succeed via a cultural shift that takes into account their personal priorities.
Read on to hear what Lewis has to say about this trending topic!
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