 Adding a NexGen planner to the firm will not only support growth, but will allow firms to bring on new clients without compromising the service of existing clients.” |
A Young Planner's Advice to the Profession
Rianka R. Dorsainvil | wealthmanagement.com, April 2015
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Summary: I started my financial planning career as an intern at a wealth management firm in 2009 when the stock market rebounded from hitting the lowest point in over a decade. Listening to client conversations was eye opening.
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