As a Next Gen, Why Do I Need to Prove Myself?

Beverly FlaxingtonBeverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Bev,

I am a new advisor on an established team. We have one senior advisor retiring at the end of next year, another one who will likely retire in two to three years (he has not given a specific date) and two other younger advisors like me (in our 30s). While we know there are going to be major changes over the next few years, the senior advisors seem disinterested in discussing what needs to happen for a smooth transition.

None of us, even the two advisors who pre-date me by 9-12 months, have been invited to client meetings. We don’t join their peer review meetings, and we don’t have a chance to do much more than run plans and help with portfolio allocations.