Danielle J. Genier, CLU, CFP

Mentoring hard and fast: A proven approach for building resilient teams

Current Membership Year:
2025
Total Membership Years:
26
Court of the Table Honors:
19
Top of the Table Honors:
13
English
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In Genier's practice, everyone contributes to the training of new hires. She explains why her process has been so successful in assessing a new hire's fit for the role and the office overall, and how you can benefit from this method of intensive onboarding, structured training and the development of mental resilience.

Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., a company that provides full financial planning. With 37 years in the financial services profession, Genier specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. She also enjoys mentoring the advisors and staff in her office.