Why are advisors still being trained for a model that no longer reflects how wealth management is evolving?
This question was at the center of the UHNW Institute’s March Practice Management Clinic, Growing from Analyst to Partner, led by Kristin Keffeler.
The session explored what it takes to move from analyst to partner, and why technical mastery alone is no longer enough. Today’s advisors must navigate complexity across multiple domains, engage families (not just portfolios), and collaborate seamlessly with other experts.
Yet most development pathways haven’t kept pace.
The discussion highlights both the risks of this disconnect, and the opportunity for firms to rethink how they invest in human capital, from early-career development through to partner-level leadership.
Read the full report here.
