Scale fast: How leaders can prime next-gen agents and advisors for success

Watch the replay for strategic guidance from one of the industry's most sought-after advisors.
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Industry veteran Cory McCruden, EY’s Managing Director of Wealth and Asset Management, shared innovative strategies designed to help prime next-gen advisors for success.

Watch to learn:

  • Three ways to tap into advisors’ entrepreneurial spirit to prime them for success
  • Which tools and resources (technology, AI, training) will help you scale fast
  • Insights on how CMOs from high-growth firms are preparing for this challenge

Watch the replay for strategic guidance from one of the industry's most sought-after advisors.

Download

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