Southwestern Investment Group's Jeff Dobyns describes his firm's two-year mentoring program for new advisors, in which they're effectively paid to learn.
Ross Levin systematized the financial planning process by developing his own Wealth Management Index that prompts clients with specific questions and converts the results into a score they can use to track their progress over time.
Holistiplan co-founder Roger Pine describes the dynamics of trying to balance providing tax guidance and not unwittingly competing against potential CPA referral sources.
