The Effect of Handing Off Clients to Next Generation Advisors

Jeff Dobyns is the founder of Southwestern Investment Group, a hybrid advisory firm that oversees nearly $3.5 billion of assets under management. Today Jeff joins the show to discuss how he has developed next generation talent in his firm by only hiring new advisors in their 20s and giving them the opportunity to learn alongside experienced advisors. In this episode, you’ll hear about the mentoring program Jeff’s firm has built, as well as how the firm compensates these new advisors as they are learning. Listen in to discover why Jeff prefers not to hire experienced advisors, what tasks his firm ends up giving to the new advisors, and the marketing technique his team uses to grow their business.

For show notes and more visit: https://www.kitces.com/147