Summary: A financial-advice firm is only as good as its people — a fact that can add tremendous pressure to integrating a new hire into an existing team.With this in mind, we talked to a few advisors about their experiences looking for the right fit in a new employee. Their missteps and solutions offer strategies for how to build a capable team that supports growth and expansion.
 .People with three-to-five years of experience who are good at what they do are not leaving their firm. It’s so much easier at the entry level to get a cultural fit and find people who really embrace our core values. Then we teach them the skill set they need to be successful associates and eventually advisors.”Betsy Pass, TrueWealth. |
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