Evaluating Young Financial Planners
Earlier this spring, I visited four CFP Board-registered university programs to ensure we are sourcing the best available talent for the firms we represent.
Should I Hire a New or Experienced Planner?
As financial planning firms grow, eventually they need to hire a new planner. The question firm owners face is this: hire someone new to the industry, or hire an advisor who's more experienced?
The Rise of the Millennial Manager
My next-gen peers who once described their firms’ senior managers as “incapable” now struggle with the same issues when they become responsible for managing people.
Breaking Through Your Career-Track Barrier
In my conversations with next-gen advisors throughout the country, many express frustration that they are stuck in an associate advisor role when their desire is to move into a full lead advisor role.