What to consider when you transition an employee to an adviser role

08/15/2013 | FPAnet.org/Practice Management Center blog

Several factors should be considered when transitioning an employee to an adviser role from a support role, writes Joni Youngwirth. She poses several in this post, starting with the length of time -- three to five years -- that the transition can take. "In the next few years, the challenge for the industry will be to refine strategies for managing these glide paths, so that everyone arrives at their destination safe and sound," Youngwirth writes.

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