 Sink or swim rarely works well. To help new hires become proficient more quickly, more advisors must learn to give swimming lessons."Christine Gaze, President, Purpose Consulting Group. |
Help New Advisors Be More Productive: 3 Tips
Christine Gaze | Financial Planning, November 2014
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Summary: n a perfect world, all new planners would be paired with senior advisors who were invested in helping trainees succeed. These sage advisors would bring new hires to meetings as observers, meticulously review the trainees’ client planning work and offer generous commentary and guidance.
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