As graduation season nears, there is a fresh pool of talent that advisory firms can look to employ. But what happens to these people after their initial years of employment? Is being an adviser their only option? Based on my own experience and that of other Gen Y advisers, the answer is definitely not.
As many advisers with five to 10 years in the industry can attest, there is a learning curve that needs to be experienced. Learning the back-end systems of an RIA, understanding how client accounts are opened and managed, and experiencing the human side of planning should not be rushed.
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