 “It’s a generational issue.Young people don’t see turnover the same. They tend to think that sometimes you need to actually move to affect change.”
Brian Hamburger, President and Chief Executive Officer, MarketCounsel.
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A 32-year-old Kansas advisor -- at all upheaval costs -- followed his mentor to Mariner Wealth Advisors
Kelly O'Mara | RIABiz, March 2014
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Summary: Losing clients and leaving money on the table are risks that more young advisors are willing to take, especially with social media as a viable workaround to the non-solicitation straitjacket. When Justin Richter left a bank last year to join a different one in the same city, he went through the process of gradually moving his clients over and building up a new book of business.
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