Getting Out of the Veteran Slump

Getting Out of the Veteran Slump

Many veteran advisors are stuck in the past. But here are some ways to get out of the slump and start building out a real 21st century financial practice.

“I’ve got a son in college, but there’s no way I’d ever want him to get into this business,” said Harold, a veteran advisor, before asking, “What do you foresee as the future for financial advisors?”

There was no way I was going to change Harold’s viewpoint in our brief conversation, but I did take the liberty of referencing a recent CNNMoney poll that rated “financial advisor” as the sixth top ranked career choice for

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