Many firms are de-emphasizing soft skills in favor of tech skills, but technical prowess alone can never replace the personal touch of a great advisor.
Signature Wealth’s Managing Partner Chip Munn describes the firm’s strategy of buying books of business and then handing them off to younger advisors who can service the clients.
The new CFP Board Emeritus program is not a certification, but rather a way for those who are no longer practicing to stay involved with the profession.
