01.09.26

How Young Advisors Can Win the Productivity Game

by: Jennifer Lea Reed

Young financial advisors face high attrition, with 2025 research from Cerulli Associates showing that over 70% leaving the profession within five years, largely due to unclear career paths and limited chances to influence revenue. While firms emphasize credentials and mentorship, many associates remain stuck in support roles without client exposure or measurable wins. The article argues productivity should be redefined to include client retention, service quality and easing senior advisors’ workloads. Successful associates proactively claim ownership of tasks, document their impact and seek feedback. Firms that provide structured training, gradual client-facing responsibility and clear progression paths see stronger productivity and retention over time.

Read the full article on Financial Advisor