[Hiring a younger advisor] really gave me a fresh set of eyes to look at the way I was doing things, and kind of challenged my assumptions about the way things should be done."
Karen Folk runs a solo financial-planning practice in Urbana, Ill. |
Summary: When an experienced professional learns from a rookie, the dynamic is sometimes known as reverse mentoring. But many advisors say letting a young protégé teach them a new trick or two is just common sense. In addition to helping the older generation keep abreast of changing technology, younger colleagues can help their older peers to understand and attract the next generations of clients.
[Hiring a younger advisor] really gave me a fresh set of eyes to look at the way I was doing things, and kind of challenged my assumptions about the way things should be done."
Karen Folk runs a solo financial-planning practice in Urbana, Ill. |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?