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Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.
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Summary: The financial advisory industry is on the brink of a major disruption: as advisors age out of the industry, the next generation isn’t entering the field fast enough to fill the gap.
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Summary: For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is.
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Summary: In a financial planning industry constantly chastised for not taking succession planning seriously enough, Michael Chasnoff might be considered an anomaly: He's 12 years into a 22-year succession plan.
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Summary: The talent shortage is one of the biggest challenges our industry is currently facing, so it's no surprise that finding and recruiting the right talent were top of mind for attendees at TD Ameritrade Institutional's annual adviser conference, National LINC, this year.
