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Summary: Not all of the interaction between advisers and clients is qualitative. For the many quantitative tasks that can eat up precious time, I think hiring an intern can be a great solution. Interns are especially useful for projects that are repeatable and finite. For example, this summer my firm's two interns are updating all of our investment-policy documents, a task we perform every three years.
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Summary: When Jim Meehan joined 1847Financial as managing partner in 2011, he started a mission to ramp up the firm's life-insurance production. As of the end of last year, that production was up threefold--a success factor he credits partly to the nearly 40 millennial-aged financial advisers he hired.
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Summary:Worried about a shortage of qualified young advisor talent? Consider hiring younger staff, and then encouraging -- or even requiring -- junior associates to study and sit for the CFP exam and complete their experience requirements.That was one of the takeaways from a new survey of recent graduates the CFP Board released Friday at its annual conference for registered educational programs.
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Summary: As wealth advisers, we spend our days elbow deep in portfolio management, estate planning, market analysis and other endeavors important to the financial success — and ultimate satisfaction — of our clients. Yet more goes into building a truly exceptional client experience than an adviser's individual expertise or experience. Successful firms intentionally cultivate a culture that provides support and opportunities for their employees to thrive, their businesses to grow, and for their clients to become advocates for the teams that advise them.
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Summary: J. French Hill is thinking through a challenge many financial advisers face — transitioning out of his practice — but is doing so not because of declining health or pending retirement. His change involves a possible career move to Capitol Hill.
