Preparation is an essential component of an athlete’s life in order to perform under the pressures of competition. I believe this should also be the case for financial advisors in their client review meetings. When the spotlight turns on, you are seated across from your client and it is time to deliver – will you be ready?
Many argue that technological innovations designed to engage Millennials in the wealth management industry pose a threat to the status of traditional advisor. We asked a bonafide Millennial to weigh in.