Zimmerman has implemented the same kind of training program for the approximately 80 advisers in the Stoler group, which he joined in September 2022. The training sessions occur about once every three months.
The sessions run from 9 a.m. to about 3:30 p.m. and are held at a central location to minimize travel. (The Stoler group has six stores in Maryland and four in New York.) It’s beneficial to divide advisers into groups according to their experience and skill levels.
In one…
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