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Find out from your coworkers and bosses how you measure up and what you can do to improve. --Ryan Duey, CFP
You may think you've been doing a great job, when in fact, you've been dropping the ball with your coworkers and bosses. Find out from them how you measure up and what you can do to improve. An advisor entering the field today has more access to information, technology and wisdom than did his or her predecessors. Appreciate the advantages this reality brings. And good luck!
-Ryan Duey, CFP, is a planner and investment analyst for Rowling, Dold & Associates, in Tips for New Planners
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