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Focused on the Future Podcast: Hannah Moore, CFP on Embracing Your “Why” and Reimagining Client Offerings, Internships and Developing Talent

Episode Summary Sean Allocca and Nicole Casperson look at the reasons many advisers are cautious when it comes to digital assets and the disconnect between client interest and adviser willingness. Hannah Moore joins Jeff and Bruce as well to give a one-year update on the FPA’s resoundingly successful externship program implemented in response to the outbreak of the Covid-19 pandemic. Episode Notes How the new “externship” program works. What participants receive at the end. What financial advisers get out of participation. The cost of the program and the future of the program. The accou...

Why virtual internships are here to stay After adapting on the fly last year, financial advisers are embracing virtual internships as a more efficient way to train and recruit talent. April 15, 2021 3 MINS Once seen as potential casualties of a pandemic-altered work environment, summer internship programs have emerged as one of the shining success stories across financial services. Not only did most internship programs at advisory firms adapt and thrive last year, but the overall experience and lessons learned have permanently altered the way internships are likely to be...