Succession Planning
“Succession Planning: How to Partner With a Younger Advisor”
The article posted above includes information on how senior Financial Planners can pick a young Planner to shadow them up until their retirement and continue to serve their clients. I found this article very interesting because I am currently looking for an internship in which I would be able to work under and learn from a mentor. In the near future, I look forward to being trained in the Financial Planning industry by someone who has been in the industry for a good amount of time to ensure that I get the proper training and experience.