Plan for the Future

Turning Rookie Advisors Into Rainmakers

Added on February 2015 in Plan for the Future

1 visitor like this article | Viewed 3288 times | 0 comment

Summary: Rookie advisors may have great personalities and a go-getter attitude, yet still fall short when it comes to bringing in new assets. To get them over the hump, advisor Andrew Ahrens has a formula. On the one hand, he spends considerable time working with the three new FAs at his Lafayette, La.-based practice, helping them build their professional networks. At the same time, he hands over some of his own clients to the newbies.