September 30, 2014

FSI Featured in InvestmentNews Magazine

Grace Kvantas

Finding a young adviser for your team

Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews MagazineThe article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take over.  FSI has an established internship program that has helped eliminate this problem for our firm, and 80% of our full-time employees began as interns.  It has been a great way to find employees who are a good fit for our company, while at the same time letting young individuals gain some experience in the financial planning industry.

 

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September 30, 2014

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Grace is a partner and Certified Financial PlannerTM with over 12 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, and simplify their financial life.

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