There’s an incredible paradox in wealth management: Successful advisors help clients plan for retirement. But many of those same advisors lack a solid retirement plan for themselves.
Great leaders are not just willing to adapt to the changing dynamics of the marketplace – they are eager to do so. How that lesson played out for Starbucks over 20 years ago is relevant for advisors today.
How might the coming DOL fiduciary rule impact advisors’ practices in the days to come?