Updated Saturday, August 29, 2015 as of 2:07 AM ET

Advisors: Best Use of an Intern

I recently brought on avirtual internto help me start my new practice -- someone Iíll never meet in person, but who has been helping me get the firm up and running in return for more experience in the financial planning arena.

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Comments (3)
We have used our interns to assist with monthly compliance tasks and gathering data to help us in determining if all our potential SEC paperwork is in line.
Posted by Charles P | Thursday, July 25 2013 at 3:35PM ET
We have used our interns to assist with monthly compliance tasks and gathering data to help us in determining if all our potential SEC paperwork is in line.
Posted by Charles P | Thursday, July 25 2013 at 3:35PM ET
Kim,

Thanks for the question. If you click the link behind "virtual intern" in the first sentence, it will take you to the article where it talks about how I found him and our arrangement.

Dave
Posted by Dave G | Tuesday, July 30 2013 at 9:22PM ET
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