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Summary: Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for him passed away.
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Summary: For the most part, the interns have been smart, dedicated and a joy to work with. Sure we had a few that we didn't think made a good fit, but it was easy to part company because there was no expectation of longer-term employment. Here are a few tips we learned that can help you find just the right intern.
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Summary: I started my financial planning career as an intern at a wealth management firm in 2009 when the stock market rebounded from hitting the lowest point in over a decade. Listening to client conversations was eye opening.
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Summary: Much is being written these days about the need for succession planning in our profession. According to CNBC, “Data produced by research firm Cerulli Associates suggest a bleak outlook for the industry. Aging advisors are expected to retire in droves over the next two decades, and relatively few young people are entering the industry to take their place.
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Summary: A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
