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Adding a Junior Advisor Copy
Adding a Junior Advisor Copy
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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?
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