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Lindsey Lewis Discusses Development of Next-Gen Financial Professionals

Lewis looks at how the financial services industry needs to adapt to serve a new generation of leaders.

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November 13, 2024

In an article for Financial Advisor Magazine, Lindsey Lewis, MBA, CFP®, ChFC® explores ways the financial services industry can evolve to serve a new generation of professionals.

With recruitment and retention of advisors being a topic of growing focus in the industry, and with a projected loss of over 37% of advisors in the field today due to age-based attrition, Lewis — managing director of the American College Center for Women in Financial Services — discusses what can be done to ensure this shift isn’t an earthquake for the field.

Specifically, Lewis calls on up-and-coming Gen Z and other young professionals in financial services to fill the gap — and on the industry itself to become a more welcoming place for them to grow, thrive, and succeed via a cultural shift that takes into account their personal priorities.

Read on to hear what Lewis has to say about this trending topic!

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