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Summary:For advisory firms who want to keep growing and not plateau, I have three easy-to-remember steps for how to reset expectations and think about growth in a fresh way.
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Summary: The torch is being passed from boomers to the Gen Xers as leadership of registered advisory firms trends younger, according to a report by FA Insight.
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Summary: Dan Ariely, groundbreaking behavioral economics researcher and Duke University professor, sees the future financial advisor modeled after one of his own FAs. He “cared about” him “holistically” and gave him critical advice about spending, Ariely tells ThinkAdvisor in an interview.
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Summary: Back when the financial services industry was focused almost exclusively on product sales, the process of “training” new employees was relatively straightforward: either new hires were able to learn to sell enough to survive and build a book of business, or they didn’t… and moved on to do something else.
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Summary: Keeping talented young recruits in place means creating the right balance of learning with realistic expectations for the timing of career advancement.
