Crafting Career Paths that Benefit the Entire Firm

Cantey, Jean
January 2007
Journal of Financial Planning;Jan2007 Supplement, p18
Academic Journal
The article presents an interview with Jeff Porter and Patrick Dunne, financial planning managers at Sullivan, Bruyette, Speros and Blayney, Inc., and Mark Johannessen and Greg Sullivan, managing directors of the firm, concerning career development. Topics discussed include their tips for new financial planners seeking financial planning positions, what the career path for financial planners typically looks like, and how new financial planners have impacted the firm's bottom line and business practices.


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