From Think Advisor
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Summary: While there are criteria for who can join the classes of Schwab's Executive Leadership program, youth alone is not one of them. The two members of the program's inaugural class interviewed for this article are younger than the average advisor, but they’re not recent college graduates.
From Investment Advisor
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Summary: Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
From InvestmentNews
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Summary: The wealth management market is thriving, as older baby boomers are retiring and the 50-something late boomers are hitting the last big earning years of their careers — all at a time when younger investors are grappling with the difficulties of a very slow-growing economy. It all means there is ample need for financial advice.
From LinkedIn
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Summary: The financial planning profession is a really wonderful profession with some very wonderful people. If you went into a mad scientist lab to create the perfect profession, you'd come up with everything that makes financial planning great.
From On Wall Street
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Summary: In searching for a junior partner for her practice a few years ago, advisor Donna Drosner went through several candidates, but none were the right fit.
