Creating a Pipeline of Growth and Purpose to Create a Better Client Experience, Ep #241

At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience. The firm’s internship story began with necessity. Founder Bill Ramsey needed help tackling the manual tasks of a fledgling business, think paper reports and snail-mailed updates. Over time, our program grew from simply filling resource gaps to a foundational development engine, helping to shape the services Financial Symmetry offers and the team culture itself.

Initially, the program experimented with various roles and specialities, including marketing-focused internships. What has emerged from these iterations is the recognition that our best chance of success comes from integrating interns directly into the firm’s core wealth management processes. This hands-on approach creates a feedback loop where interns don’t just complete busywork; they contribute valuable perspectives and even shape workflows that staff rely upon to this day.

Outline of This Episode

• [00:00] Financial Symmetry’s influential internship program, with insights from Heather Gudac.
• [04:13] Refining processes through internships.
• [06:42] Internship growth and uniqueness.
• [12:06] Intern assessment and development process.
• [14:50] Empowering interns through engagement.
• [17:49] Internship planning and goal setting.

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📰 See the full show notes here

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