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Summary: Ric Edelman is looking to hire a successor.The founder of one the largest RIAs in the country is actively headhunting for a new president and chief operating officer for Edelman Financial Group -- and hopes the new hire will ultimately replace Edelman himself as CEO.
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Summary: Hiring millennials can pump new life into an aging advisory workforce. Keeping them around and making sure they’ll succeed is another matter, says The Wall Street Journal.
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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.
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Summary: When Jim Meehan joined 1847Financial as managing partner in 2011, he started a mission to ramp up the firm's life-insurance production. As of the end of last year, that production was up threefold--a success factor he credits partly to the nearly 40 millennial-aged financial advisers he hired.
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Summary:Worried about a shortage of qualified young advisor talent? Consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements.That was one of the takeaways from a new survey of recent graduates the CFP Board released Friday at its annual conference for registered educational programs.
