AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Navigating Job Challenges in Financial Planning Industry
The chapter delves into the difficulties faced by new entrants in securing jobs in the financial planning sector, citing a preference for experienced advisors and the struggle of firms in training and retaining young talent. It explores the need for entry-level positions, structured training programs, and the role of larger firms in creating opportunities. The conversation advocates for a residency program model focusing on immediate contributions and skill development rather than long-term commitments to attract and retain young professionals.