Donna Mitchell advises that to be prepared for succession, financial planning companies must make sure that employees are able to advance their careers within the company. According to FA research, 27% of financial planning companies make career opportunities a key factor in retaining employees. Ms. Mitchell also advises that job descriptions are very important because they let employees know what they are there to do on a daily basis.
See Donna Mitchell, "Preparing a Firm for the Future," FinancialPlanning.com, Oct. 26, 2011.
Posted by William Alan Nelson II, Associate Editor, Wealth Strategies Journal
See Donna Mitchell, "Preparing a Firm for the Future," FinancialPlanning.com, Oct. 26, 2011.
Posted by William Alan Nelson II, Associate Editor, Wealth Strategies Journal
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