How To Set Up And Run An Internship Program At An RIA

Louis P. Stanasolovich06/13/14 4 PM ESTProgram Id: 878199616

 

Financial advisors can do good for their community and well for themselves by establishing an internship program at their firms.

Lou Stanasolovich, CFP®, has run a successful internship program at his Pittsburgh, Penn., RIA for 20 years.


Join us for this special webinar to learn about:

  • Increasing productivity of interns and avoiding short-term internships
  • How to create instructional videos to train interns fast and efficiently
  • A proven model for hiring, coaching, and keeping "A" players utilized
  • Statistically measuring interns and assessing whether to hire them full-time using "MoneyBall" concepts


Louis P. Stanasolovich, CFP®, is founder, CCO, CEO and President of Legend Financial Advisors, Inc.® and EmergingWealth Investment Management, Inc. as well as Chief Investment Officer. He is Editor of The Global Investment Pulse, a publication designed to guide investors on how to build better investment portfolios. Lou is also the Editor of Global Economic & Investment Analytics and has served as the Editor of Risk-Controlled Investing, which are information services for investors and advisors offering authoritative advice on building investment portfolios with lower risk.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

13 reviews

 
(7)
 
(5)
 
(1)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.7  (13)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: June 12, 2014)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: June 12, 2014)
Rating 
 
 
4.0

-

Was this review helpful to you? 
(Updated: June 12, 2014)
Rating 
 
 
5.0

-

Was this review helpful to you? 
(Updated: June 12, 2014)
Rating 
 
 
5.0

Lou is amazingly generous in sharing what he has learned about building an effective internship program. Great program Andy. Thanks.

Was this review helpful to you? 
(Updated: June 12, 2014)
Rating 
 
 
4.0

Good overview of how a robust internship program can function within an RIA.

Was this review helpful to you? 
View all user reviews