The Thrive list recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth.
Laura LaTourette discusses the challenges she faced in building up a LGBTQ niche in her rural Georgia town, as well as figuring out how and when to come out of the closet to her own broker-dealer.
Southwestern Investment Group's Jeff Dobyns describes his firm's two-year mentoring program for new advisors, in which they're effectively paid to learn.
Holistiplan co-founder Roger Pine describes the dynamics of trying to balance providing tax guidance and not unwittingly competing against potential CPA referral sources.
