By Antoinette Rodriguez, MBA
When Senior Financial Advisors (or large firms) look to raise production, reach out to multi-generational prospects or make their practices more efficient, many wonder if they should add a junior and/or younger Financial Advisor.
Before jumping in to hire just any promising young person, we counsel Senior Advisors to think about the role the new advisor will serve on the team, how they will train them and the inherent possibility that they may be bringing in future competitors.
Watch the video to learn more:
Before jumping in to hire just any promising young person, we counsel Senior Advisors to think about the role the new advisor will serve on the team, how they will train them and the inherent possibility that they may be bringing in future competitors.
Watch the video to learn more:
Antoinette Rodriguez, MBA aka "ARod" is the CEO of New York City-based MarFi Advisors, a Sales and Marketing coaching firm for financial and professional service providers. Our online training and one-on-one coaching is most helpful to those who provide expert professional advice, such as financial advisors, insurance professionals, attorneys, accountants and consultantsWe also specialize in target marketing to high net worth, affluent individuals.
ARod has over 30 years of experience in "C" level relationship development, sales and marketing advice. She was a former Financial Advisor at Merrill Lynch's New York City then downtown World headquarters, born and raised in Brooklyn, New York.
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