For Advisors, a Better Path to Success

For years, I advised that in order to be successful in the financial advisory business, you have to have passion for it first. I really believed it. I saw it in my peers who told me stories of helping clients realize their retirement dreams. I saw it at industry meetings, where we share what we know about the latest tools and techniques, and how we apply them to our most interesting cases. I saw it in my partner, as he puzzled out a particularly complicated investment and estate-planning issue.

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