Are you a new advisor, or someone looking to get into the profession?
It is a wonderful time to be enter into or grow a new advisory practice. The average age of existing advisors continues to increase, necessitating a large pool of new professionals to succeed the eventual retiring advisor population.
Beginning such a path via the RIA model, is the path chosen by many, and justifiably so. I encourage you to consider it as well.
If you would like to have a one-on-one conversation with me, I would be happy to do so, provided I feel I can provide you with the guidance you are seeking.
To support the next generation of advisors, I offer a discounted rate of $250 for an hour long zoom, for anyone looking to get into the profession, or who is still within their first 3 years of growing a practice. If interested, please start by emailing me ([email protected]) briefly describing your current situation and what you would like to discuss with me. If I feel I would be a good resource for you, I would be happy to arrange a zoom for us to connect over further.