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How to Leverage Interns

Saturday, Mar 14 2015
Practice Management
Written by  PFA News

Firms that use interns should use the recruits to help senior planners prepare for client meetings and should take steps to ensure that the new hires engage in tangible job duties, including meetings with clients. So reports CNBC.

In addition to having interns help advisors with the day-to-day aspects of running a firm, the new recruits send a signal to clients that financial planning firms are growing and planning for the future.

Read the full article from CNBC.

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