September is here. School is back. You hired an intern. Now what?
Working at Blueleaf as an intern, I am getting the experience I need to succeed once I have my diploma (early!) this December.
I also have first-hand experience for the types of tasks the financial industry can pass off to interns – and with great success. Carolyn, the head of our marketing department, has found a perfect balance of working with me and letting me run on my own. We’ll check in at the beginning of each week, discuss a game plan of what needs to be done and what I should prioritize, and I am trusted to complete these tasks on my own. If I need help, I am able to turn to her, but doing it on my own is extremely important.
Here are some of the ways you can make the most of the interns in your financial advisory business, while they have a chance to get acclimated with the field hands-on.
Use your interns as marketing support.
Nobody knows social media better than the generation that grew up using it.
In order to keep your website, Twitter, Facebook…and whatever else you might use…up-to-date, it’s great to have a pair of young and experienced eyes. They’ll get the experience of learning the ‘voice’ they’ll need to talk to clients, and you’ll have one less thing on your to-do list.
Ask them to them research your competitors.
Who better to research a competitor than someone who knows very little about either of your businesses?
Your interns provide fresh eyes. They’re learning about your business as much as their learning about the general field. When you ask your interns to look up information about your competitors,
Use them to help you gain a new perspective the community.
College students are usually “in the know” about interesting things happening around town. They’ll come in with all kinds of ideas of fairs or town gatherings where you can go and meet people who could later become your potential clients. Pick their brains, and use their knowledge for networking opportunities. They can even help you when you’re there!
Let your interns observe your duties, whenever possible.
Of course you might not be able to bring your interns in to important client meetings. But, if they are the type of student who seeks out a financial advisory firm internship, they want to learn the day-to-day of what your job requires. Most likely, their end goal is to have an advisory firm just like yours.
Use them to help you go paperless.
Go paperless two times faster with the help (and encouragement) from an intern. They can scan documents, put them in a document vault, and follow other steps to help you bring your firm into the future of advising. To see how one advisor transitioned paperless, grab this free download.
Ask them to organize you to be featured as a guest blogger on The Blueleaf Blog.
Blog writing can be free PR for your firm. To submit article ideas, email marketing@blueleaf dot com.
You can even use them to write posts for your firm’s blog! If they need help with ideas, check out the article with 501 blog post ideas.
Ask them to take the lead on creating a video.
Videos can feel like a daunting task, but there’s no need to be intimidated.
After writing your script and filming the footage, the most time-consuming part comes with editing. While a daunting task, this sort of responsibility can excite your interns.
If you have any intern-related questions, be sure to post them in the comments below. I’ll be happy to help answer them!