Are You a Gold Rolex Adviser or a Recruiter?

The waterfall of possibilities for every adviser is much more robust than it ever was before. Wealth management is one of the most profitable parts of the financial services industry now, and it's likely to stay there. Thereis no shortage of v c backed fin tack trying do away with financial advisers at the same time as we move up market. We have coaching clients who are whether wire house independent or broker dealer. They're in poor commune. I grow up in a small town of four thousand in up state new york. But if i were an adviser in that market, i would not be working that market. To day, we have advisers that have never physically met because of the pandemic