Summary: Not all of the interaction between advisers and clients is qualitative. For the many quantitative tasks that can eat up precious time, I think hiring an intern can be a great solution. Interns are especially useful for projects that are repeatable and finite. For example, this summer my firm's two interns are updating all of our investment-policy documents, a task we perform every three years.
 The most important thing is to have a process. The more clear an adviser is about his or her expectations for having an intern, and what projects the intern will work on, the more efficient the relationship will be."
Sabrina Lowell, chief operating officer, Mosaic Financial Partners
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