
Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath
Financial Advisor Success
The Importance of Having Clients Rotate Advisors
Thor Macarath is the founder and CEO of Pershing Insight, an investment management firm. He talks about why he believes younger advisors should strive to achieve their CFP designation but then can choose another advisor who's good at getting clients instead. Thor also discusses how his father survived brain cancer by using a team approach when operating on him 16 years ago.
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