We have partnered with Carson Coaching, one of the premier advisor coaching organizations in the nation, to deliver a proven process. Best-in-class guidance will develop students and professionals looking to succeed in financial services.
Not everyone has access to a great mentor early on in their career. Mentorship has been shown to directly impact professional success. We remove this barrier by providing all student and graduate members access to a financial services mentor.
Our mission is to provide a community of professionals to support the NextGen. By surrounding you with leaders and providing access to industry conferences we are building a lifelong network for up-and-coming financial service professionals.
Financial services provides a critical service to millions of Americans. However, there are huge barriers to entry and success in the profession. If we want Americans to have better access to financial planning, more secure retirements, and a healthier financial future we need to attract a more diverse, inclusive, and driven group of young professionals to the profession.
What we provide.
Our goal and mission is to help create a stronger and better next generation of financial service professionals by directly addressing the barriers to entry, support, mentorship, and access issues that hold this industry back.
We currently work with 15 colleges and universities to support 40 students per program cohort. We look forward to growing that number of academic partners and up-and-coming NextGen students.