12 01, 2016

Podcast 7

By | January 12th, 2016|Categories: Uncategorized|0 Comments

Check out our seventh installment of the Advisors Ahead podcast series. This week, our Chief Operating Officer, Clay Skurdal discusses the value of mentorship, guidance, and accountability.   https://vimeo.com/151428757

4 12, 2015

Weekly Podcast 4

By | December 4th, 2015|Categories: Uncategorized|0 Comments

https://vimeo.com/147862799   This week’s podcast is presented by our Chief Executive Officer, Craig Pfeiffer. In this Podcast, Craig discusses the importance of ethical responsibility as a financial advisor! For more information on Advisors Ahead and our Residency Program, please reach out using the “Contact Us” tab above.

24 11, 2015

Weekly Podcast 3

By | November 24th, 2015|Categories: Uncategorized|0 Comments

https://vimeo.com/146784117   This week’s podcast is presented by our Chief Executive Officer, Craig Pfeiffer. In this Podcast, Craig discusses the importance of attaining a diversity of perspective and continuous learning! For more information on Advisors Ahead and our Residency Program, please reach out using the “Contact Us” tab above.

18 11, 2015

Advisors Ahead Success Story

By | November 18th, 2015|Categories: Uncategorized|0 Comments

In a tough, job market right out of college, Advisors Ahead has helped me find the opportunity to learn and work for a financial advisory firm in Portland, OR.  I am more than fortunate to have access to wealth management programs, Series 7 & 66 prep courses, and so on. Furthermore, the communication from the staff has been phenomenal from [...]

16 11, 2015

Advisors Ahead Weekly Podcast 2

By | November 16th, 2015|Categories: Uncategorized|0 Comments

https://vimeo.com/144887316 This week’s podcast is presented by our Chief Operating Officer, Clay Skurdal. In this Podcast, Clay discusses behavioral finance and the importance of managing client expectations from an emotional perspective. Please stay tuned for next week as our CEO, Craig Pfeiffer, will be discussing the importance of attaining a diversity of perspective and continuous learning! For more information on Advisors Ahead and [...]

6 11, 2015

Advisors Ahead Weekly Podcast 1

By | November 6th, 2015|Categories: Uncategorized|0 Comments

https://vimeo.com/143911276   This week's Podcast is presented by our Chief Operating Officer, Clay Skurdal. In this Podcast, Clay discusses the Demand for the Next Generation of Advisors- the need and impact of the NextGen talent in the financial advising industry. Also, stay tuned for next week as Clay will be discussing Behavioral Finance! For more information on Advisors Ahead and our [...]

2 11, 2015

Advisor Ahead Success Story

By | November 2nd, 2015|Categories: Uncategorized|0 Comments

Alexis Davis- Resident Financial Advisor "The Residency Program was posted on my University career page. After a few rounds of interviews, I was been given the opportunity to continue my passion of Financial Planning in New York City. The support available as I transitioned into this career path through the Residency Program was more than I could have asked for. I [...]

29 06, 2015

Success is a Two-Way Street

By | June 29th, 2015|Categories: Balance, Creative, Design, Life Management, Practice Management|0 Comments

A Formula for Helping Millennial Advisors Succeed Much has been written about the aging financial advisor population and the industry’s inability to attract Millennial advisors to back-fill those departing advisors. According to a 2014 Cerulli study, approximately 33 percent of today’s 300,000 advisors will be retiring by 2024. Despite the fact that the average advisor is currently in his mid-50’s, [...]

7 06, 2015

The biggest concerns of Next Generation Advisors

By | June 7th, 2015|Categories: Videos|0 Comments

Clay Skurdal of Advisors Ahead and Matthew Daly, a financial planning student, discuss with Matt Ackermann of Investment News what attracts next generation advisers to the industry, and what fears these young advisers need to overcome to find their footing as new advisers. Click to view the video which was recorded at the Spring 2015 Peak Advisor Alliance Conference.

30 05, 2015

Investing in The Future You

By | May 30th, 2015|Categories: Balance, Practice Management, Training|0 Comments

About 25 years ago, you might have been preparing to graduate from college and beginning your new professional career. Do you remember what your dreams were or how little you really knew about life and business? The one thing you probably didn’t consider was a hiring manager viewing you as a non-performing asset or as some say, “an expense to [...]