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Were You Meant to Mentor?

From Think Advisor
Added on August 2015 in Plan for the Future
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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?

Next-Gen or Now-Gen?

From Think Advisor
Added on August 2015 in Plan for the Future
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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.

Women still underrepresented in Financial Planning, but they're at the top of the class!

From LinkedIn
Added on August 2015 in Plan for the Future
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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.

How to Recruit Your Junior Advisor

From On Wall Street
Added on August 2015 in Plan for the Future
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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.

NextGen Advisors Seek Client-Facing Roles

From WealthManagement.com
Added on July 2015 in Plan for the Future
1 visitor like this article | Viewed 4082 times | 0 comment

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.

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