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Summary: Hiring young "Generation Y" financial planners has its challenges, as today's generation of new financial planners have some fundamentally different views regarding work/life balance and work expectations that will shape how they navigate their careers. Gen Y planner and NAPFA Genesis founder Dave Grant shares some of his experiences with the difficulties of dealing with Gen Y entitlement issues, reflecting on some of his recent challenges with his own entitlement demons that crop up from time to time.
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Summary: An increasing number of growing advisory firms reaching from outside the business to bring in professional managers -- as they should be doing, say industry experts. So what should firms seeking to bring in outside professional managers be looking for, asking and offering?
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Summary: Among other benefits, teaching offers pick-of-the-litter opportunities for hiring next-generation help, bolsters credibility with clients, and lets advisors practice explaining difficult financial concepts clearly. It also forces them to stay au courant with trends and innovations in the advice business.
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Summary: Professors at the leading financial planning programs say many of their graduates have little trouble finding work in an industry that is hungry for talent. The majority of William Paterson's spring 2013 financial planning graduates have already landed jobs, many with RIA firms. Texas Tech University, which houses the nation's biggest financial planning program, boasts a 95% placement rate.
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Summary: Whether you own a planning firm with one or many employees, or are an employee yourself, understanding the rules around classifying employees as exempt or non-exempt—in other words, who is eligible for overtime and who is not—can prevent misunderstandings, hard feelings, audits, and penalties
