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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.
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