Michael Kitces outlines resources for training advisors at small firms
@MichaelKitces: Kitces on training advisors
Michael Kitces, a prominent figure in the financial advisory sector, explores the distinct challenges faced by small firms in training new advisors.
In a recent tweet, Kitces highlighted the need for comprehensive resources and programs aimed at providing new Certified Financial Planners (CFPs) with real-world expertise. He linked to detailed resources that can assist in bridging the gap between certification and practical experience. Kitces emphasizes that while smaller firms may lack the extensive in-house training infrastructures of larger organizations, there are essential programs designed to foster the necessary skills for up-and-coming advisors.
These resources not only aid in developing a nuanced understanding of client needs but also equip new advisors with the tools to manage complex financial portfolios effectively.
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In the previous news, tweet author Michael Kitces discussed ways to streamline client communications in financial planning.
