John Saad John Saad

The Advisor Gap Rethinking Growth, Capacity and Succession in Financial Services

The financial services industry isn’t simply facing an advisor shortage. It’s facing a capacity gap. Recruiting alone won’t solve it. Sustainable growth will require firms to rethink how they develop talent, build teams, leverage AI and technology, and approach succession planning. The organizations that connect these strategies will be best positioned to build the distribution models of the future.

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