Last month we discussed what expectations are generally unreasonable for a new planner hire and this month we look at what firm owners SHOULD expect from their new planner. As I mentioned last month, not all new financial planners are equal. Also I have previously written on how the educational experiences between CFP Board registered programs can vary widely. http://bit.ly/NewPlnrExppart1 Nonetheless it’s reasonable to have some solid, but realistic expectations for a good candidate that ...
