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Million Dollar Round Table
26TOT-07V: Creating an Internship Strategy; Where Did my Time Go?; Building a Practice That Lasts Beyond the Numbers
26TOT-07V: Creating an Internship Strategy; Where Did my Time Go?; Building a Practice That Lasts Beyond the Numbers
For McNeely, utilizing one to three summer interns has created a great pipeline of new talent for several years, leading to the hiring of two full-time team members. Learn how she has developed and assigned interns not only to get projects done but also to drive growth with next-gen advisors and team members. - Juli Y. McNeely, CFP, CLU
Before you manage your time, West says, you must see time clearly. She shares how to discover your own awareness of time management and how to counteract time blindness with tools to better understand your own behavior. - Helen Jayne West, APFS
Building something that truly lasts, Hicks says, requires clarity, resilience and care for the whole person. Drawing from personal experiences with failure, adversity and growth, he explains how values, faith and personal health shape stronger client relationships and better decisions over time. - Sol Hicks
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