PY – How do we build and where do we find?
Like you mat.tenison3 we started the professional year journey with our first adviser early in 2022, our 2nd advsier is now over half way through your PY.
We found both our people via Alisdair.Barr and his business Striver, as they were grads we groomed them within various client services and paraplanning roles, teaching them the business and ensuring they were the right people to move into advising.
It's a long process, but for us worthwhile and satisfying as they are both shining in their roles as new advisers, sit in our meetings often as a 2nd chair whilst they gain the confidence, and then run with all the outcomes and to dos that need follow up after the meeting to free up the senior adviser to be doing what they do best - advising clients.
- mat.tenison32 years ago
Advisely Board
Thanks for sharing Jenny! That's the way I was thinking potentially on round two in the next year or two. Great to hear it's going well and even better to know there is a company who can help with this! Best of luck!
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