Kurtz, Martin
March 2011
Journal of Financial Planning;Mar/Apr2011 Practice Management, p5
Academic Journal
The article discusses the importance for senior financial planners to consider employing younger financial planners in their companies in the U.S. The author says that senior financial planners regarded younger financial planners as their replacements. He believes that having a partner who is also a peer is ideal in a business dominated by lone ranger professionals. He notes that by combining the initiatives of senior and young financial planners, the needs of clients can be satisfied.


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