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Latest / Advisor Talk with Frank LaRosa

Nobody Is Training Young Advisors Anymore

Frank LaRosa says the problem with young financial advisors is not work ethic, it is training.

Frank opens with a story about a young advisor he has been mentoring, a twenty-three-year-old working on the asset management side at a wirehouse who was outperforming his targets but getting dinged for small administrative mistakes. Frank explains the advice he gave him and why building your own book of business might be the harder but more rewarding path compared to joining an established team.

Stacey widens the conversation into something bigger, the age gap opening up in the industry between…

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