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Advisor Training: Here Are Firms’ Best Practices

April 5, 2023 – Chief Operating Officer and Principal, Vikram Chugh spoke with Steve Garmhausen for his column in Barron’s to discuss the best practices that Robertson Stephens employs in its ongoing advisor training, highlighting the importance of ongoing education for the firm. “We’ve set aside one hour every week, 4 to 5 p.m. Eastern, for the whole firm, and we call it RS Learning Sessions. We cycle through different topics, which come from our advisory teams or come centrally from us looking at the markets and seeing what’s going on. Often, these trainings are held by people within the firm, as well as industry experts that we bring in. That’s worked well for us,” says Chugh. Read the full piece here: https://bit.ly/3mbRBh8 

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Filed Under: News, Office Austin, TX, Office Boise, ID, Office Boston, MA, Office Burlingame, CA, Office Holmdel, NJ, Office Houston, TX, Office Marin County, CA, Office Menlo Park, CA, Office New York - Deutsch, Office New York Tierney, Office Pasadena, CA, Office San Francisco - Larkin, Office San Francisco – Amado-McCoy, Office San Ramon, CA, Office Santa Rosa, CA, Office Seattle, WA, Office Sun Valley, ID, Office Vail Valley/Denver, CO Tagged With: vikram chugh

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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