How do you nurture a PY adviser's growth?

I recently shared in a blog here the importance of developing a strong Professional Year (PY) adviser program—from setting clear expectations to encouraging a true sense of ownership over their work....

advice servicing

practice management

succession

rainier.reyes

Advisely Team

9 months ago

Thanks for sharing your piece jenny.brown – you've provided a stellar checklist on what a good PY program looks like (tried and tested too!)

I know from speaking to practices in a previous life of mine that taking on a PY-er can be quite daunting, especially for smaller practices. And rightly so because it's a massive commitment on everybody's part! The guidance and tools (or lack thereof) provided by the industry regulators aren't exactly helpful either...

Keen to hear the community's challenges and successes with their PYs!

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