Adding a Junior Advisor Copy

Community Questions (Starting at 36:26)

  • Have you had a case where an “admin” turns into a junior advisor?
  • What specific tasks do you have junior advisors start doing? (Working in planning software, meeting prep etc.)
  • With all your team in place, what does a productive week or month look like for Sten? (What is Sten doing? Meeting with COIs? Networking?)
  • Are financial planning students good candidates to “ease’ into thee junior advisor role?
  • Many advisors fear that they will not have enough work for a junior advisor. How does hiring a junior advisor help create work?