7 habits — and blunders — of highly successful advisors
Some of the highest-rolling AUM advisors in the industry — 218 of them, to be exact — traveled to the Ritz-Carlton in Laguna Niguel, California, this week for TD Ameritrade Institutional’s Elite LINC conference. These planners, CEOs and presidents represent firms averaging $1.5 billion in client assets.
How did they become so successful? Seven of them sat down with Financial Planning to share the advice they’d give to advisors looking to follow in their footsteps, or learn from their mistakes.