By now, you know that I believe internships are one of the most meaningful ways to bring much-needed NextGen talent to the RIA industry. I’ve used data, research, surveys — anything I could get my hands on — to help tell this story.
Now I’m bringing insight straight from people who know, first-hand, just how important internships are – not only to the future of the industry, but to your business. I reached out to two leaders at firms with fantastic, long-standing internship programs: Heather Fortner from SignatureFD, LLC in Atlanta and Lawrence Becker from JNBA Financial Advisors in Minneapolis.
While both are geographically fortunate to have multiple local colleges and universities with robust financial planning programs from which to source talent, the insight they share can benefit someone looking to start or beef up an internship experience.