Succession Planning & Gen Z Advisors | Dan Hiebert (MSU Mankato CFP Director)

Who it’s for: Firm owners, advisors, and students exploring a career in financial planning.
What pain it solves: How to prepare for ownership transitions, recruit Gen Z talent, and adapt your practice for an AI-accelerated future.
Why watch now: Baby-boomer exits are accelerating, advisor demand is rising, and the best time to prepare your team and succession plan is before you need it.
Brad welcomes Dan Hiebert, Director of the CFP® program at Minnesota State University, Mankato, to dig into three big topics: 1) how Gen Z is reshaping the talent pipeline (work ethic, online learning, privacy-minded culture); 2) what firms can do to recruit, train, and progress new planners from service roles to client-facing leadership; and 3) succession planning—including Dan’s book Succession Simplified: A Primer on Transitioning Planning to Your Family Business and why owners should start in the “missing middle” years, not at the exit.
You’ll hear practical ideas on building competitive advantage: create a progression path (service → paraplanning → advice), teach soft skills like empathy and behavioral finance, and use tech/AI to raise quality and speed—without losing human connection. Brad and Dan also talk program partnerships, pass-rate mindset, and how independent firms can become magnets for purpose-driven graduates.
If you’re planning your next decade—talent, leadership, or ownership transition—this conversation will help you move from intention to action.

Succession planning, Dan Hiebert, MSU Mankato CFP program, Gen Z financial advisors, advisor careers, paraplanner path, practice management, AI in wealth management, family business transition, iWealth Podcast, Brad Connors, Succession Simplified, Minnesota State University Mankato

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