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How to Recruit Next-Gen Advisers

By Valentina Baez April 20, 2026 PlanAdvisor

As retirements outpace new hires, financial firms are adopting more creative recruiting strategies to attract the next generation of advisors. Kathryn Berkenpas, CFP®, Managing Director of Corporate Growth at CFP Board, said firms have offered CFP® certification reimbursement, and other effective recruitment tactics include fixed income instead of commission-based pay and clearer, structured career paths.

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PlanAdviser
Valentina Baez
April 20, 2026