Always learning, actively involved in meetings with other advisors, growing confidence to build a practice, helping others with creative solutions, designing financial plans for families and providing significant value and meaning to what I was doing
Needs a little more organization of curriculum on weekly meetings, but very good training so nothing too much
Advice to Potential Interns
Very elite, over-dress rather than under-dress. Internship has been Top 10 for multiple years so impress and be proactive. Discuss with others what it is like as a career, especially those who were once interns as well
Sample Interview Questions
What does running a business look like?
How successful is successful to you?
What motivates you?
What's the most important thing to you?
What would you want to achieve here?