Between Now And Success

A growing financial advisory firm needs lots of top talent. What are you doing to deepen your roster of advisors? Do your brightest employees see a path for themselves from, say, a business or marketing degree to CFP® certification? And if so, what can both the employee and the employer expect during that process? Well, confession time: it's been a couple years (actually decades) since I got my CFP®, so I don't think I'm the best person to answer those questions. I decided to go to a better-qualified source. Andrew Jones is a representative in the high-net-worth area at one of the country's leading investment management firms. Andrew recently completed the CFP® program and will soon meet the work requirements to become, officially, a CFP®. Andrew told me that one of the reasons he decided to pursue his CFP® rather than an MBA is that he saw himself as more of a people person. Your firm needs to attract and cultivate millennials like Andrew who recognize that there's more to advisory than just managing money.