Don’t Unwittingly Impede Colleagues


When you bring a new advisor onto your team, don’t inadvertently hamstring them!

  • Don’t call new advisors “junior advisors”.
  • Introduce them correctly—as the “newest addition to our team”.
  • When you make the broader announcement to all your clients that you have brought on a new advisor, emphasize that after a diligent search, you have found someone who is a great fit for your company’s culture. Your business continues to grow through referrals from your great clients, and you’re thrilled to have your new colleague join your growing firm.

Related: Balancing Compassion and Resolve: A Strategy for Success