Most advisors can prepare a customized financial plan for clients with ease. Yet few firms take the time to develop customized career paths for their advisors - even though such human capital management is critical for a growing firm.
I worked at two fee-only planning firms before launching my own. Neither had a defined career track for me to follow. One actually had tried to put a pathway in place, but it was a one-size-fits-all strategy - a vague list handed to every associate trying to advance at the firm, with no thought given to associates' specific skills.
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