Adding new advisor. What exam prep do you recommend for series 65? She is new to industry. I plan to give her plenty of time to study. Thanks

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I used Kaplan and would recommend it

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Kaplan

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Training Consultants

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What influenced your decision to hire an advisor with no industry experience? Seems like all firms only want to bring on advisors with an existing book. I’m considering my options to finally start selling so this is of interest to me

smart

STC

Investopedia was actually a great place to start, but you definitely need something else to supplement it.

Sorry, I probably should have started a new thread

CE 1 where are you located?

STC or Kaplan. Plan for a couple of weeks to a month.

CE 1 no worries. She runs marketing and client services now. She is a rockstar and I want to give her the opportunity for higher compensation. It also allows her to solicit. Plan is to have her grow her book slowly over time and transition client services at the same pace.

KEIR was great.

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