Financial-Planning.com has a great blog article about common traits of new planners – not the good kind of traits, the annoying kind. The article provides five traits bosses wish they could change in new planners that cause frustration and tension for the firm’s management and pressures the new planner’s relationships within the firm.
Memo From the Boss: 5 Things I Wish I Could Fix in New Advisors
June 5, 2013
By Caleb Brown
The blog article is a good resource for firms hiring or working with new advisors to understand some of the issues and try to avoid or work through negative traits, setting up the new planner up for success. It is an excellent read for any new planners to understand what qualifies firms are really looking for after you land the job. Here is a summary of the information covered in the article.
