 Mentoring is a great way to educate employees who are new to the firm, regardless of age or experience. There’s a hunger for learning, no matter what age you are."Elizabeth Anderson, Beekman Wealth Advisory |
Mentors: Be approachable with colleagues as much as clients
Samuel Steinberger | Financial Advisor, June 2016
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Summary: Demographic shifts are creating the perfect storm in the advisory business: more financial planners are leaving the industry just as technological and regulatory changes are creating a need for a flexible, highly-skilled and diverse workforce. That’s created an opportunity for long-time professionals and those entering the industry more recently to form mentoring relationships with one another.
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