Devin DeStefano

Displaying 2 results
YOUR PRACTICE PRACTICE MANAGEMENT MAR 21, 2014
Identifying and attracting the next generation of advisers

If we know the genetic code we're searching for, we then need to locate people who have it and have a strategy to get them to consider the opportunity

NEWS RIAS MAR 19, 2014
An open letter to Next Generation financial advisers

“The times they are a'changing.” So said Bob Dylan in 1964. I am fairly certain he wasn't talking about the financial services industry, but now 50 years later, his message most definitely applies to our world.