 It's hard for new advisers to have the confidence that they're capable of handling clients no matter what their age.”Stephanie Curtis, financial adviser and manager, Wescott Financial Advisory Group |
Young advisers need help developing 'soft skills' for serving clients
Liz Skinner | InvestmentNews, April 2015
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Summary: Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master's degree in quantitative economics. But when he started his career as an associate adviser with FMB Wealth Management last year, he lacked the communication skills that some more seasoned advisers take for granted.
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