Oct 8
Preparing a Financial Planning Student: From Intern to Potential Partner by David Israel - ThinkAdvisor
What You Need to Know
- It's important that the industry has a process to introduce the next generation to the business and train them.
- Commonwealth works with affiliates and university programs to set up internships.
- One student liked working with a private firm that gave her a broader experience.
Progressing from financial planning student to client service professional takes preparation. Advisors work hard to find, interview and mentor the next generation of talent, who wish to join a business — not a sales organization. Therefore, it’s imperative to support them in learning necessary business development (rainmaking) skills as part of the overall process.
What are best practices when hiring from top financial planning schools in the country? Our firm continues to learn from and with students alongside our advisor community to create opportunities for success as they emerge into the industry.
