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Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne
In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than ever. Sam Oakes sit down with Ryan, a young financial planner, and Kate, his mentor, to discuss the challenges they’ve faced and how they’re working together to shape the future of the company - Kate Bailey Financial Planning - and the profession as a whole.
Ryan…
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