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Affiliated Advisors Featured in Financial Advisor Magazine for New NextGen Programs

Affiliated Advisors Featured in Financial Advisor Magazine for New NextGen Programs

February 19, 2025

Financial Advisor magazine featured Affiliated Advisors for its innovative initiative to support the next generation of financial advisors. The article spotlights the new Synthesis Advisor Program, which tackles critical industry challenges, including advisor retirement trends and new advisor retention.

Managing Partner Trisha Qualy outlined the firm's three-tiered approach to supporting emerging advisors:

  1. EntryPoint offers paid positions and internships with established advisor teams
  2. LaunchPad helps advisors seek independence in their first decade of practice
  3. GrowthCatalyst supports advisors in practice acquisition and M&A opportunities

The article underscores Affiliated Advisors' commitment to provide comprehensive support, including innovative coaching, practice management resources and mentorship opportunities.

The firm supports 100 advisors nationwide while actively addressing the projected outflow of advisors and assets over the next decade.

Read the full article in Financial Advisor magazine to learn more about how Affiliated Advisors shapes the future of financial advisory services, and contact our team for more information about our advisor programs.