Time to Grow

Lombardi, Lana M.
February 2003
Advisor Today;Feb2003, Vol. 98 Issue 2, p72
Trade Publication
Provides tips on how to deal with an administrative assistant who wants to pursue a career in insurance and financial advising. Need to confirm the assistant's interest in financial advising; Creation of long and short term objectives as well as an assessment of financial capabilities; Assistance in professional development.


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