Donald was faced with an interesting dilemma. His firm was growing and he was hiring new employees at a fairly rapid rate. As he looked back over the last few months, he noticed that his new hires were struggling to answer basic financial questions from clients. In talking with the senior team, Donald realized that their on-boarding process needed to include a formal way to build financial acumen in new hires.
At the same time, the company didn't want to lose the personal touch of bringing n