New Wave

New Wave


#63 – The Skills Your Employees Need So You Can Grow a Successful Financial Planning Company

July 04, 2016

Employees hiring new entrants with a tertiary education are finding there is a skills gap. Of course recent grads are getting the technical components with their degree. We also find they need these key skills to be successful in financial panning: Communication and rapport building Ability to teach and educate Making complex ideas simple Understanding people and what motivates them... Read More