Falling into Advice

Question: Who has had a great experience in the last couple of years, that they would like to shar, bringing on a new adviser from another career, location, education back ground? Why? We are no...

practice management

succession

SMSFCoach

Curious Observer

11 months ago

We have found that people transferring in to advice from other backgrounds really need to learn the advice process from start to finish so that they understand everyone's role and the hurdles. All the theory and degrees in the world is no use if you do not understand how every cog in the wheel works. During the PY year it is essential they do every job/task in the process to really understand what is involved. Anyone coming in and expecting to be "a Planner" from day 1 will struggle and probably annoy the team!