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Summary: In order for our industry to maintain the momentum it has built over the past few decades, we must work together to ensure advisers have the resources and information they need to develop and execute strong succession plans. This is not only a crucial priority for today's advisers and firms, but for their clients and the next generation of advisers, as well.
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Summary: How did Roehl snag a job before he’d even finished his program? As it turns out, Plante Moran — an accounting and wealth management firm that works closely with three area schools, including Michigan State, to identify and recruit smart job candidates — had given him an internship during the summer of 2012. That experience showed both Roehl and the Plante Moran planners that he and the firm were a good fit.
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Summary: 'll never forget the line that prompted me to become a financial adviser: “You'd be an idiot if you don't do this.”That blunt statement, made by Blair McCarthy, the adviser who had been recruiting me to join his firm, really got my attention. Until that point eight years ago, I had been waffling about whether to continue my successful mortgage brokerage career or accept Blair's invitation to jump into the financial advisory field.
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Summary: n a perfect world, all new planners would be paired with senior advisors who were invested in helping trainees succeed. These sage advisors would bring new hires to meetings as observers, meticulously review the trainees’ client planning work and offer generous commentary and guidance.
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Summary: If you are like many advisors, you may have decided that mentoring a junior associate to grow into and acquire your practice is the best option. Who better to succeed you and serve as a future internal buyer than one you have handpicked, someone who understands the hard work you put into the practice?
