Wealth management has got junior advisors' first 90 days covered. What happens on day 91?
· americanbanker.com
As AI tools take over more of the research, drafting and prep work that once taught new advisors the job, firms are racing to figure out what should replace it.
Ask any wealth management firm what a new advisor recruit can expect in the first 90 days, and you'll likely get a tidy answer that includes compliance training...