Armed with information and generally more socially conscious than previous generations, many of today’s investors are searching for financial advisors who can execute their vision.
With everything else going on—remote work, endless Zoom meetings and video conferences, dealing with the never-ending pandemic—don't neglect these qualities of elite advisors.
Witnessing the insurrection at the Capitol, financial advisor Rianka Dorsainvil couldn't just return to normal. "There's nothing normal or usual about any of this."