Define goals, expectations when mentoring junior advisers

05/9/2013 | FPAnet.org/Practice Management Center blog

Mentoring junior advisers requires establishing clear roles or duties that they are expected to assume, writes Joni Youngwirth, managing principal of practice management at Commonwealth Financial Network. "Often, senior advisers have very different ideas about the skills they want a junior adviser to develop," Youngwirth writes. She provides a checklist of possible responsibilities the junior adviser can assume in this post.

View Full Article in:

FPAnet.org/Practice Management Center blog

Published in Brief: