 You need to define the roles and responsibilities you expect that advisor to fill. In almost every case, an associate wealth advisor fits into one of three roles.”
Carly McCulloch, Executive Business Coach, Peak Advisor Alliance.
|
Coaches Corner: New Year, New Hire
Carly McCulloch | Think Advisor, January 2014
Read the article online >
Summary: Making the right hire, in the right way and at the right time is essential to retaining talent and increasing growth. This is especially true when it comes to adding associate wealth advisors to your team.
Be the first to comment on this Article
