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Summary: You have a new colleague who’s smart, driven and maybe reminds you a bit of yourself when you were new. This person has expressed an admiration toward you and asks you to be his/her mentor – should you say yes?
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Summary: While there are criteria for who can join the classes of Schwab's Executive Leadership program, youth alone is not one of them. The two members of the program's inaugural class interviewed for this article are younger than the average advisor, but they’re not recent college graduates.
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Summary: The financial planning profession is a really wonderful profession with some very wonderful people. If you went into a mad scientist lab to create the perfect profession, you'd come up with everything that makes financial planning great.
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Summary: In searching for a junior partner for her practice a few years ago, advisor Donna Drosner went through several candidates, but none were the right fit.
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Summary: For firms looking to put recent graduates to work drafting financial plans, would-be advisors say that’s not what they want. Instead, they desire positions with a first-hand view ofhow financial services can help clients.
