In my experience, working with interns has always been a great idea for established advisors. Not only are you giving back by helping to train the next generation of financial planners, but you get much needed help around the office, and a working update on the latest advances in technology and practice management techniques from someone who’s being trained on the leading edge. What’s more and perhaps most important, you also get a preview of a candidate for a permanent advisory position with your firm. From a recruiting and screening standpoint, I can tell you it doesn’t get any better than getting to know someone and observe how they handle various projects and situations over some months right in your own office.
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