Jan. 28, 2021

Leading the Way for the Next Generation – with Jennifer Bacarella

Leading the Way for the Next Generation  – with Jennifer Bacarella
Leading the Way for the Next Generation  – with Jennifer Bacarella
Wealthies Circle
Leading the Way for the Next Generation – with Jennifer Bacarella

In this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial is leading the industry by helping to cultivate and develop the next generation of advisors.

In this episode, we discuss:

  • What is the Next Gen Fusion Program
  • The skills not taught that every emerging finance student needs to know
  • Where are the schools falling short
  • What are some ways to infuse new blood into the industry
  • How Sigma is giving back to military veterans

Resources: WealthManagement.com | Sigma Financial| Jennifer Bacarella