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December 6, 2019 – I made the best decision I have ever made in my professional life to move my clients to the independent side of the wealth management industry. Now – I spend every single day of my life serving as a fiduciary financialconsultant to families and businesses that I am so fortunate to help.
It was organic for the first 15 years, and then in 2019 you did a few acquisitions. They still got their website, they still got their financialconsultant in the branch. And so I am very focused on who these people are, what is their attitude, how do they communicate and all of those things.
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. 2019, July 30). Was this helpful?
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