Conversations centered around the next generation of financial planners.
How firms recruit them, what makes them stay, and what they are looking for when it comes to succession planning. Sessions are built for the room: a student chapter and a room of firm owners need different conversations.
Three talks, adapted to the audience in the room.
Firm owners, hiring managers, recruiters
Helping firms win the talent race
What today’s emerging advisors are looking for and how firms can recruit, develop, and retain exceptional people.
Firm leaders, teams building an associate track
The first five years set the foundation
The mentorship, responsibility, and growth opportunities that turn new hires into future leaders.
University programs, student chapters, career centers
From student to advisor
A practical map of the path into the profession: internships, credentials, conferences and the decisions that compound early.
Bob Veres Insider's Forum
UpcomingSession on recruiting and developing next-generation planners
2026
Wealth Management Edge 2025
Panelist, "Focused on the Future" — on what the next generation of advisors is looking for in firms
Read the article →2025
University and student chapter sessions
Career paths, credentials and getting hired before graduation
2025 — present
National financial planning conferences
Panels and roundtables on the profession’s talent pipeline
2024 — present
What organizers usually ask first.
- Formats
- Keynote, breakout session, panel, workshop, podcast
- Audiences
- Students, associate advisors, firm owners, conference programs
- Lead time
- Four weeks preferred; shorter timelines are worth asking about
- Travel
- Available nationally; remote sessions welcome