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"I would like to thank you for facilitating my hiring process and encouraging me to set my fears aside and take the leap of faith. You were correct when you said that getting an offer from YB is like 'winning the 1984 Olympic gold medal.' It has certainly felt like I could not have landed at a better place than here. I appreciate you having the experience and skills to sense that this was the right place for me, and for pushing me to realize that."
It seems as though succession planning is covered in the major news outlets every day now
Over the last few years, candidates have had an increased focus on what technology the firms they are considering employ.
It is no secret that I am an advocate of the next generation of financial planners, and consistently rebuff efforts of those who try to
When I am out traveling the country speaking with new planners seeking to enter the financial planning profession