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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

Financial Planner

Financial Planner CFP Professional Services Financial Planning

#FA Success Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client, With Thor McIlrath

Nerd's Eye View

JULY 11, 2023

Welcome back to the 341st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. Read More.

Clients

Clients CFP Financial Advisor Education

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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Financial Advisor Source

Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

#FA Success Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client, With Thor McIlrath

Webinars

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