Is good advisor training hard to find?
Financial Planning
The leading resource of news, data and analysis for the wealth management industry.
This week, Financial Planning dropped its 2025 40 Under 40 series, a look at the top-producing young brokers at the national and regional levels. There are some BIG numbers in there.
It wouldn’t be much to say these folks are outliers. But when you consider that around three-quarters of advisors peace out before they finish one year, it makes what these early-career honorees are doing stand out even more.
Merrill is no stranger to the rankings, with many of the brokers working there now or having been affiliated with the giant wealth manager in the past. It’s also one of the firms that has an intensive training program that seems to be making some difference.
See that story here: Top Merrill brokers credit firm's training program for career success
And check out the 40 Under 40 lists below. Thanks for reading.