Quoted in Financial Planning: Why Career Paths Are Critical to RIA Growth and Succession
Jeffrey Czajka • February 19, 2026
Article Title: How 2 growing RIAs use career paths to deepen the talent pool
Summary:
Quoted in Financial Planning, I emphasized that advisor development is no longer optional for growing RIAs. Whether a firm wants to increase organic growth, improve client service, execute a succession plan, or support acquisitions, its ability to develop future advisors will largely determine its long-term success and enterprise value.
Citation:
Source: Financial Planning
Publication Date: 2/19/26
Link to Original Article: https://www.financial-planning.com/news/how-2-growing-rias-use-career-paths-to-deepen-the-talent-pool
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