Financial planning, when it’s done right, requires a lot of different skill sets. So what exactly are firms looking for when it’s time to bring someone new aboard?
Rather than rely on some think tank or consulting firm, Financial Planning queried principals at more than 50 advisory firms to find out from the people who actually make the personnel decisions what qualities they value the most.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access