![]() 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.
![]() Karen Folk runs a solo financial-planning practice in Urbana, Ill. |
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