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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:
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
By Jay Coulter, CFP®, CIMA®4.6
3131 ratings
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:
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