Lets say youve recruited, hired and trained a couple of Gen Y advisors, and now youre ready to let your younger hires take meetings by themselves. They have the training and technical knowledge, and can explain complex theories with ease.
But a clients big financial needs often come alongside major life shifts marriage and new children and grandchildren, but also death, divorce and medical needs. Are your advisors prepared to handle tough, emotional conversations? Have you trained them to do so?
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