With the constant market volatility in today’s economy, investors rely on their financial planners more than ever. They still need plenty of advisement on where it is safe to invest their money and how to protect the assets they have left.
A Good Financial Assistant Can Help Grow Your Business
June 11, 2010 By 3 Comments
BUT…you need to do your homework first and find out what career path that assistant is on and the only way to find that out is to ask them.
Focus on the short term (two to five years out, versus long term, because generally, they are younger staff) If they want to be a financial advisor, do they want to be “client-facing” or behind the scenes doing research, etc.?
Read more on A Good Financial Assistant Can Help Grow Your Business…