Build a Better Firm Through Team Career Paths
Download the Advisor Growth Path
Team members with a clear career path are more likely to be satisfied with their jobs and to feel like their leader cares about their development. Do you have career paths for everyone on your team? Have you shared them and stuck to them?This sample Team Member Growth Path outlines the potential career map someone could take from relationship manager to senior wealth advisor. You’ll feel more confident in your team – and your team will feel more confident in you – knowing that you have a clear plan for how they can develop and move up at your firm.
Complete the form to get your Growth Path today!
Share Post:
Recent Posts
Blog
Go Fish: Find and Become a Valued Advisor to Business Owners
Carson Wealth Managing Partner Paul West says: “I love working with small business owners. Why? Because I am one.” It’s only natural as an advisor that you would want …
Blog
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory …
Blog
ReFrame | Dr. Lisa Toppin
Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and …
Blog
ReFrame | Yan Zhao
Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice …
