Summary: Eric Roberge dedicated three years to helping an adviser develop a business he expected to take over one day. He quit, though, when the adviser offered him a handshake promise instead of a written succession plan that spelled out his future with the firm.
 If there's open communication and a career path, then it will be a little bit easier to stay and understand that there is a method and there is a reason why you are going through the various levels.”Rianka Dorsainvil, 28, a financial adviser with Financial Services Advisory. |
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