Summary: Rookie advisors may have great personalities and a go-getter attitude, yet still fall short when it comes to bringing in new assets. To get them over the hump, advisor Andrew Ahrens has a formula. On the one hand, he spends considerable time working with the three new FAs at his Lafayette, La.-based practice, helping them build their professional networks. At the same time, he hands over some of his own clients to the newbies.
 “The key in working with new advisors is to be transparent up front in setting goals. You’ve got to balance making sure they’re accountable in their actions to the firm with being sensitive to their own particular financial situations.”Russ Hill, chief executive, Halbert Hargrove |
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