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Summary: When an experienced professional learns from a rookie, the dynamic is sometimes known as reverse mentoring. But many advisors say letting a young protégé teach them a new trick or two is just common sense. In addition to helping the older generation keep abreast of changing technology, younger colleagues can help their older peers to understand and attract the next generations of clients.
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Summary: 2014 is here and many of us are in full swing trying to form new habits and break old ones. As a business owner, entrepreneur and an official “Gen Y Planner, Beth Storjohann, founder of Workable Wealth, shares a few personal resolutions for the New Year to make 2014 a big year.
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Summary: Making the right hire, in the right way and at the right time is essential to retaining talent and increasing growth. This is especially true when it comes to adding associate wealth advisors to your team.
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Summary:They don't care where you went to school or what certificates hang on your wall. But once you win them over, wealthy young clients may be your biggest advocates and your best customers.
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Summary: Research and coaching firm CEG Worldwide counts about 420,000 advisors in the United States, of whom only about 1,200 (less than 1%) have made more than $1 million in net income three years in a row. One hallmark of that elite group is that it has an average of 43 client households, significantly smaller than the 200-plus average that other firms manage.
