If your firm hasn't thought through the employee experience to this extent, maybe it's time it did, and hopefully we've given you some guidelines to consider.
An independent financial advisor since 1981, David J. Drucker, MBA, CFP® has been an industry influential for many years. Learn about his upcoming Technology Tools for Today® Conference-the industry's premier technology conference for financial advisors-at www.VirtualOfficeNews.com.
Misaligned Expectations?
February 2, 2009
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Other entry pointsThank you for writing a useful and enlightening article about entering the financial planning industry. It was very useful to see "actual" career paths and matching expectations from different perspectives was very enlightening.I would like to ask you to "profile" a different entry point...the career changer. I would find it very helpful to know what are the expectations of someone who is trying to enter the FP industry from a different career compared to those of a potential employer. At what level would they enter, would their career path progress faster, what are their salary expectations?Thank you for writing this article.