How Career Changers Are Helping to Fill the Advice Industry’s Talent Shortage

New financial planners are entering the profession through varied pathways, but firms are increasingly struggling with how to train newcomers to client ready competency without simply recruiting experienced talent. According to CFP Board CEO K. Dane Snowden, programs like The Externship help address this gap by giving future advisors practical exposure to real world financial planning before they enter the workforce.

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