Nathan Harness (Texas A&M) and Jay Coulter explore why hiring the next generation is the industry's biggest problem and how universities, internships, AI training, and intentional leadership can close the gap. Learn practical steps for designing internships, teaching EQ and sales skills, using AI safely, and creating operational systems that let advisors scale while keeping independence.

What listeners will learn:

  • Why the university-to-firm talent pipeline matters and how academics prepare practice-ready students
  • How to structure internships and externships as long-form culture interviews that convert to hires
  • Ways to leverage AI and advisor-first tech to automate tasks while preserving human judgment
  • Which behavioral skills—grit, EQ, and value-propositioning—predict long-term advisor success

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. https://www.jointitleist.com

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Podden och tillhörande omslagsbild på den här sidan tillhör Jay Coulter, CFP®, CIMA®. Innehållet i podden är skapat av Jay Coulter, CFP®, CIMA® och inte av, eller tillsammans med, Poddtoppen.