LibraryScenariosWhen Employees You Mentor Become Your Competition
Scenario

When Employees You Mentor Become Your Competition

My assistant quit to become a financial advisor herself and took three of my best clients with her and I trained her for two years.

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More people experience this than they realize.

What we've seen

You trained your assistant for years, and she left and took your best clients.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

If this sounds familiar, the Library can help you find the bigger picture.