A survey by the CFP Board a few months ago found that less than 4% of planners are younger than 30 and more than 20% are older than 60. It’s obvious there will need to be a bigger influx of young advisors for our profession to thrive.
Some of the newest advisors joined the field this summer, when they graduated from school and got their first job. They have a great opportunity in a burgeoning field, but success is hardly a given. Here are eight suggestions for how these newbies can increase their chances of succeeding:
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