BrokerHunter Weekly Update 10/12/2021
October 12th, 2021
Preparing a Financial Planning Student: From Intern to Potential Partner
by David Israel
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.
Panel Discussion and Q&A: A conversation with one of Robinhood’s Customer Experience Site Leaders and a Customer Experience Representative who will share what it’s like to scale and join their rapidly growing team. They’ll also detail how they create an inclusive and welcoming work environment with lots of opportunities for growth.
October 20th - Click to Register
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