• Podcast 7

    Podcast 7

    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

  • Weekly Podcast 4

    Weekly Podcast 4

    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.

  • Weekly Podcast 3

    Weekly Podcast 3

    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.

Advisors Ahead In The News

A Next-Gen Shot In The Arm
Advisorone.com, December 21, 2012

A Next-Gen Shot In The Arm, Sidebar: How It Works
Advisorone.com, December 21, 2012

Who Will Train Future Advisors?
Online.wsj.com, December 14, 2012

Training A New Generation
Online.wsj.com, November 16, 2012

Developing New Talent: Better Approach Needed For Training Advisors
Financial-planning.com, November 1, 2012

A Paradigm Shift In Training For Financial Advisors
Bankinvestmentconsultant.com, November 1, 2012

Best Job in America? Financial Advisor Makes CNN’s List
Investmentnews.com, November 1, 2012

Training The Next Generation
Wealthmanagement.com, September 10, 2012

Video News

The biggest concerns of Next Generation Advisors

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

White Papers

Success is a Two-Way Street

Written by: Clay Skurdal and Steven Facini

Understanding how Advisors and Millennials can teach each other when working as a team
Success is a Two- Way Street

Investing in the Future You

Written by: Clay Skurdal and Steven Facini

Read how developing talent by mentoring from within can increase success and retention
Investing In the Future You

Partners & Advocates