Summary: Beverly Flaxington provides insight to the best way to integrate a new, young advisor into our practice for an advisor who say their firrm is too small to have a formal training program and doesn't have time to sit with someone and provide step-by-step instruction.
 Make sure you have written expectations for the new advisor. Do you expect him/her to perform at the same level as an existing, more experienced advisor? If not, then make sure you aren’t using the same job description for everyone.”Beverly Flaxington, The Collaborative. |
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